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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 | $129,737+60.9% | $119,126+75.2% | $154,746+34.9% |
| Participation rate | 65.0% | 78.9%-13.9pp | 75.8%-10.8pp | 80.7%-15.7pp |
| Annual return | 12.24% | 379.08%-366.8pp | 282.11%-269.9pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,500 | $4,375-65.7% | $4,034-62.8% | $4,379-65.7% |
| Participant deferral / active EE | $3,340 | $5,842-42.8% | $5,318-37.2% | $6,730-50.4% |
| Admin fee / account holder | $9,593 | $11,961-19.8% | $10,693-10.3% | $14,365-33.2% |