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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 | $241,939 | $132,634+82.4% | $115,768+109.0% | $137,256+76.3% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.4%-28.2pp | 80.0%-33.8pp |
| Annual return | 16.07% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $847 | $3,360-74.8% | $2,940-71.2% | $4,156-79.6% |
| Participant deferral / active EE | $3,969 | $5,619-29.4% | $4,917-19.3% | $6,407-38.0% |
| Admin fee / account holder | $11,398 | $15,028-24.2% | $12,439-8.4% | $12,270-7.1% |