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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 | $160,271 | $111,535+43.7% | $105,223+52.3% | $137,256+16.8% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 12.34% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,230 | $3,939-68.8% | $3,689-66.7% | $4,156-70.4% |
| Participant deferral / active EE | $2,847 | $5,500-48.2% | $5,072-43.9% | $6,407-55.6% |
| Admin fee / account holder | $3,527 | $9,721-63.7% | $8,859-60.2% | $12,270-71.3% |