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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 | $204,123 | $111,535+83.0% | $105,223+94.0% | $137,256+48.7% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 21.96% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,530 | $3,939-61.2% | $3,689-58.5% | $4,156-63.2% |
| Participant deferral / active EE | $4,978 | $5,500-9.5% | $5,072-1.9% | $6,407-22.3% |
| Admin fee / account holder | $900 | $9,721-90.7% | $8,859-89.8% | $12,270-92.7% |