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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 | $240,467 | $111,535+115.6% | $105,223+128.5% | $137,256+75.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 13.76% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,224 | $3,939-68.9% | $3,689-66.8% | $4,156-70.6% |
| Participant deferral / active EE | $3,768 | $5,500-31.5% | $5,072-25.7% | $6,407-41.2% |
| Admin fee / account holder | $4,561 | $9,721-53.1% | $8,859-48.5% | $12,270-62.8% |