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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 | $223,488 | $114,119+95.8% | $107,187+108.5% | $138,895+60.9% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.0%-32.9pp | 79.9%-37.8pp |
| Annual return | 16.04% | 273.21%-257.2pp | 204.55%-188.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,341 | $4,059-67.0% | $3,782-64.5% | $4,194-68.0% |
| Participant deferral / active EE | $2,196 | $5,538-60.3% | $5,096-56.9% | $6,396-65.7% |
| Admin fee / account holder | $1,332 | $10,024-86.7% | $9,162-85.5% | $12,562-89.4% |