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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 | $207,127 | $111,535+85.7% | $105,223+96.8% | $137,256+50.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.33% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,875 | $3,939-52.4% | $3,689-49.2% | $4,156-54.9% |
| Participant deferral / active EE | $3,750 | $5,500-31.8% | $5,072-26.1% | $6,407-41.5% |
| Admin fee / account holder | $639 | $9,721-93.4% | $8,859-92.8% | $12,270-94.8% |