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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 | $208,426 | $111,535+86.9% | $105,223+98.1% | $137,256+51.9% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 11.77% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,541 | $3,939-60.9% | $3,689-58.2% | $4,156-62.9% |
| Participant deferral / active EE | $2,999 | $5,500-45.5% | $5,072-40.9% | $6,407-53.2% |
| Admin fee / account holder | $9,693 | $9,721-0.3% | $8,859+9.4% | $12,270-21.0% |