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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 | $208,682 | $111,535+87.1% | $105,223+98.3% | $137,256+52.0% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 12.24% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,500 | $3,939-61.9% | $3,689-59.3% | $4,156-63.9% |
| Participant deferral / active EE | $3,340 | $5,500-39.3% | $5,072-34.1% | $6,407-47.9% |
| Admin fee / account holder | $9,593 | $9,721-1.3% | $8,859+8.3% | $12,270-21.8% |