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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 | $214,599 | $185,312+15.8% | $161,489+32.9% | $154,746+38.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 17.52% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,147 | $4,769-75.9% | $4,268-73.1% | $4,379-73.8% |
| Participant deferral / active EE | $2,186 | $6,350-65.6% | $5,630-61.2% | $6,730-67.5% |
| Admin fee / account holder | $21,714 | $18,654+16.4% | $16,006+35.7% | $14,365+51.2% |