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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 | $191,205 | $162,821+17.4% | $133,978+42.7% | $158,982+20.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 24.98% | 41.95%-17.0pp | 45.10%-20.1pp | 302.99%-278.0pp |
| Employer contribution / active EE | $1,653 | $4,976-66.8% | $3,919-57.8% | $4,763-65.3% |
| Participant deferral / active EE | $8,701 | $5,910+47.2% | $5,047+72.4% | $5,983+45.4% |
| Admin fee / account holder | $5,184 | $11,742-55.9% | $8,930-41.9% | $11,252-53.9% |