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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 | $219,770 | $111,535+97.0% | $105,223+108.9% | $137,256+60.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 12.96% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,190 | $3,939-69.8% | $3,689-67.7% | $4,156-71.4% |
| Participant deferral / active EE | $3,527 | $5,500-35.9% | $5,072-30.5% | $6,407-44.9% |
| Admin fee / account holder | $918 | $9,721-90.6% | $8,859-89.6% | $12,270-92.5% |