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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 | $157,829+32.7% | $136,867+53.0% | $198,609+5.4% |
| Participation rate | 63.6% | 77.2%-13.5pp | 74.5%-10.9pp | 82.4%-18.7pp |
| Annual return | 17.25% | 51.25%-34.0pp | 42.97%-25.7pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,494 | $3,923-61.9% | $3,547-57.9% | $5,055-70.5% |
| Participant deferral / active EE | $7,312 | $5,463+33.8% | $4,924+48.5% | $6,977+4.8% |
| Admin fee / account holder | $4,375 | $11,107-60.6% | $10,340-57.7% | $19,030-77.0% |