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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 | $158,513 | $129,737+22.2% | $119,126+33.1% | $154,746+2.4% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 14.11% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,407 | $4,375-45.0% | $4,034-40.3% | $4,379-45.0% |
| Participant deferral / active EE | $4,886 | $5,842-16.4% | $5,318-8.1% | $6,730-27.4% |
| Admin fee / account holder | $684 | $11,961-94.3% | $10,693-93.6% | $14,365-95.2% |