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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 | $210,131 | $111,535+88.4% | $105,223+99.7% | $137,256+53.1% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 16.82% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,952 | $3,939-50.5% | $3,689-47.1% | $4,156-53.0% |
| Participant deferral / active EE | $4,397 | $5,500-20.1% | $5,072-13.3% | $6,407-31.4% |
| Admin fee / account holder | $4,797 | $9,721-50.7% | $8,859-45.9% | $12,270-60.9% |