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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 | $183,652 | $129,737+41.6% | $119,126+54.2% | $154,746+18.7% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 13.66% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,710 | $4,375-60.9% | $4,034-57.6% | $4,379-61.0% |
| Participant deferral / active EE | $6,848 | $5,842+17.2% | $5,318+28.8% | $6,730+1.7% |
| Admin fee / account holder | $4,059 | $11,961-66.1% | $10,693-62.0% | $14,365-71.7% |