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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 | $200,982 | $111,535+80.2% | $105,223+91.0% | $137,256+46.4% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 18.25% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $802 | $3,939-79.6% | $3,689-78.3% | $4,156-80.7% |
| Participant deferral / active EE | $3,208 | $5,500-41.7% | $5,072-36.7% | $6,407-49.9% |
| Admin fee / account holder | $43,053 | $9,721+342.9% | $8,859+386.0% | $12,270+250.9% |