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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 | $191,873 | $134,817+42.3% | $123,973+54.8% | $155,188+23.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 18.37% | 515.49%-497.1pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,294 | $4,425-70.8% | $4,126-68.6% | $4,248-69.5% |
| Participant deferral / active EE | $4,496 | $5,706-21.2% | $5,247-14.3% | $6,531-31.2% |
| Admin fee / account holder | $1,902 | $13,245-85.6% | $11,799-83.9% | $14,480-86.9% |