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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 | $200,084 | $114,119+75.3% | $107,187+86.7% | $138,895+44.1% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 17.41% | 273.21%-255.8pp | 204.55%-187.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,715 | $4,059-33.1% | $3,782-28.2% | $4,194-35.3% |
| Participant deferral / active EE | $2,898 | $5,538-47.7% | $5,096-43.1% | $6,396-54.7% |
| Admin fee / account holder | $4,971 | $10,024-50.4% | $9,162-45.8% | $12,562-60.4% |