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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 | $201,480 | $111,535+80.6% | $105,223+91.5% | $137,256+46.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 12.61% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $936 | $3,939-76.2% | $3,689-74.6% | $4,156-77.5% |
| Participant deferral / active EE | $5,025 | $5,500-8.6% | $5,072-0.9% | $6,407-21.6% |
| Admin fee / account holder | $8,671 | $9,721-10.8% | $8,859-2.1% | $12,270-29.3% |