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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 | $194,959 | $72,071+170.5% | $68,368+185.2% | $137,256+42.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 17.65% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $889 | $2,788-68.1% | $2,649-66.5% | $4,156-78.6% |
| Participant deferral / active EE | $6,419 | $4,410+45.6% | $4,123+55.7% | $6,407+0.2% |
| Admin fee / account holder | $1,390 | $5,336-73.9% | $5,150-73.0% | $12,270-88.7% |