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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 | $214,213 | $129,737+65.1% | $119,126+79.8% | $154,746+38.4% |
| Participation rate | 52.9% | 78.9%-25.9pp | 75.8%-22.8pp | 80.7%-27.8pp |
| Annual return | 17.97% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,435 | $4,375-44.3% | $4,034-39.6% | $4,379-44.4% |
| Participant deferral / active EE | $6,827 | $5,842+16.9% | $5,318+28.4% | $6,730+1.4% |
| Admin fee / account holder | $1,956 | $11,961-83.6% | $10,693-81.7% | $14,365-86.4% |