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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 | $114,119+87.7% | $107,187+99.8% | $138,895+54.2% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 17.97% | 273.21%-255.2pp | 204.55%-186.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,435 | $4,059-40.0% | $3,782-35.6% | $4,194-41.9% |
| Participant deferral / active EE | $6,827 | $5,538+23.3% | $5,096+34.0% | $6,396+6.7% |
| Admin fee / account holder | $1,956 | $10,024-80.5% | $9,162-78.7% | $12,562-84.4% |