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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 | $70,366+177.1% | $66,674+192.4% | $138,895+40.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 17.65% | 386.41%-368.8pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $889 | $2,765-67.9% | $2,620-66.1% | $4,194-78.8% |
| Participant deferral / active EE | $6,419 | $4,374+46.8% | $4,084+57.2% | $6,396+0.4% |
| Admin fee / account holder | $1,390 | $5,262-73.6% | $5,098-72.7% | $12,562-88.9% |