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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 | $192,453 | $106,923+80.0% | $84,023+129.0% | $152,909+25.9% |
| Participation rate | 63.6% | 75.3%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | 19.09% | 105.02%-85.9pp | 71.32%-52.2pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,210 | $2,735-55.8% | $1,984-39.0% | $4,764-74.6% |
| Participant deferral / active EE | $2,350 | $4,013-41.4% | $3,239-27.4% | $5,851-59.8% |
| Admin fee / account holder | $3,594 | $8,289-56.6% | $6,102-41.1% | $11,601-69.0% |