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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 | $209,538 | $114,119+83.6% | $107,187+95.5% | $138,895+50.9% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 79.9%-21.1pp |
| Annual return | 13.11% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,334 | $4,059-67.1% | $3,782-64.7% | $4,194-68.2% |
| Participant deferral / active EE | $4,253 | $5,538-23.2% | $5,096-16.5% | $6,396-33.5% |
| Admin fee / account holder | $2,942 | $10,024-70.6% | $9,162-67.9% | $12,562-76.6% |