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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 | $230,296 | $115,225+99.9% | $100,712+128.7% | $138,895+65.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 16.33% | 40.35%-24.0pp | 33.27%-16.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $551 | $2,771-80.1% | $2,313-76.2% | $4,194-86.9% |
| Participant deferral / active EE | $1,809 | $4,699-61.5% | $4,085-55.7% | $6,396-71.7% |
| Admin fee / account holder | $1,254 | $10,844-88.4% | $9,256-86.5% | $12,562-90.0% |