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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 | $160,259 | $111,535+43.7% | $105,223+52.3% | $137,256+16.8% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,239 | $3,939-68.6% | $3,689-66.4% | $4,156-70.2% |
| Participant deferral / active EE | $2,855 | $5,500-48.1% | $5,072-43.7% | $6,407-55.4% |
| Admin fee / account holder | $9,671 | $9,721-0.5% | $8,859+9.2% | $12,270-21.2% |