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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 | $200,368 | $108,825+84.1% | $156,181+28.3% | $82,448+143.0% |
| Participation rate | 25.0% | 72.4%-47.4pp | 78.8%-53.8pp | 68.1%-43.1pp |
| Annual return | 56.49% | 20.59%+35.9pp | 64.87%-8.4pp | 41.64%+14.8pp |
| Employer contribution / active EE | $1,133 | $2,870-60.5% | $4,294-73.6% | $2,551-55.6% |
| Participant deferral / active EE | $3,133 | $4,577-31.5% | $6,132-48.9% | $4,139-24.3% |
| Admin fee / account holder | $3,596 | $9,341-61.5% | $14,586-75.3% | $7,234-50.3% |