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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 | $208,039 | $110,039+89.1% | $97,260+113.9% | $145,884+42.6% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 9.75% | 244.44%-234.7pp | 75.54%-65.8pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,067 | $3,074-65.3% | $2,721-60.8% | $4,662-77.1% |
| Participant deferral / active EE | $7,295 | $4,674+56.1% | $4,262+71.2% | $6,690+9.0% |
| Admin fee / account holder | $1,283 | $6,204-79.3% | $5,640-77.3% | $13,392-90.4% |