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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 | $209,392 | $72,071+190.5% | $68,368+206.3% | $137,256+52.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 17.25% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,494 | $2,788-46.4% | $2,649-43.6% | $4,156-64.1% |
| Participant deferral / active EE | $7,312 | $4,410+65.8% | $4,123+77.4% | $6,407+14.1% |
| Admin fee / account holder | $4,375 | $5,336-18.0% | $5,150-15.0% | $12,270-64.3% |