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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 | $175,543 | $125,778+39.6% | $114,563+53.2% | $154,746+13.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 17.24% | 295.14%-277.9pp | 241.09%-223.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,768 | $2,806-37.0% | $2,592-31.8% | $4,379-59.6% |
| Participant deferral / active EE | $4,558 | $4,445+2.6% | $4,142+10.0% | $6,730-32.3% |
| Admin fee / account holder | $1,402 | $8,190-82.9% | $7,623-81.6% | $14,365-90.2% |