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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,998 | $114,119+78.8% | $107,187+90.3% | $138,895+46.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 21.51% | 273.21%-251.7pp | 204.55%-183.0pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,470 | $4,059-63.8% | $3,782-61.1% | $4,194-65.0% |
| Participant deferral / active EE | $8,356 | $5,538+50.9% | $5,096+64.0% | $6,396+30.6% |
| Admin fee / account holder | $1,344 | $10,024-86.6% | $9,162-85.3% | $12,562-89.3% |