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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 | $114,119+82.9% | $107,187+94.7% | $138,895+50.2% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 79.9%-14.9pp |
| Annual return | 12.24% | 273.21%-261.0pp | 204.55%-192.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,500 | $4,059-63.0% | $3,782-60.3% | $4,194-64.2% |
| Participant deferral / active EE | $3,340 | $5,538-39.7% | $5,096-34.5% | $6,396-47.8% |
| Admin fee / account holder | $9,593 | $10,024-4.3% | $9,162+4.7% | $12,562-23.6% |