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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 | $219,333 | $111,535+96.7% | $105,223+108.4% | $137,256+59.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.28% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,265 | $3,939-67.9% | $3,689-65.7% | $4,156-69.6% |
| Participant deferral / active EE | $3,719 | $5,500-32.4% | $5,072-26.7% | $6,407-42.0% |
| Admin fee / account holder | $943 | $9,721-90.3% | $8,859-89.4% | $12,270-92.3% |