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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 | $232,598 | $111,535+108.5% | $105,223+121.1% | $137,256+69.5% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.0%-51.2pp | 80.0%-56.2pp |
| Annual return | 16.34% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,115 | $3,939-71.7% | $3,689-69.8% | $4,156-73.2% |
| Participant deferral / active EE | $3,133 | $5,500-43.0% | $5,072-38.2% | $6,407-51.1% |
| Admin fee / account holder | $10,341 | $9,721+6.4% | $8,859+16.7% | $12,270-15.7% |