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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 | $215,215 | $114,119+88.6% | $107,187+100.8% | $138,895+54.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 17.02% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,876 | $4,059-53.8% | $3,782-50.4% | $4,194-55.3% |
| Participant deferral / active EE | $4,482 | $5,538-19.1% | $5,096-12.1% | $6,396-29.9% |
| Admin fee / account holder | $1,715 | $10,024-82.9% | $9,162-81.3% | $12,562-86.4% |