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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 | $114,119+82.6% | $107,187+94.5% | $138,895+50.1% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.1pp | 79.9%-41.0pp |
| Annual return | 11.77% | 273.21%-261.4pp | 204.55%-192.8pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,541 | $4,059-62.0% | $3,782-59.3% | $4,194-63.3% |
| Participant deferral / active EE | $2,999 | $5,538-45.8% | $5,096-41.2% | $6,396-53.1% |
| Admin fee / account holder | $9,693 | $10,024-3.3% | $9,162+5.8% | $12,562-22.8% |