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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 | $183,779 | $148,623+23.7% | $135,974+35.2% | $139,466+31.8% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 17.10% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.6pp |
| Employer contribution / active EE | $3,406 | $5,246-35.1% | $4,859-29.9% | $4,754-28.4% |
| Participant deferral / active EE | $4,388 | $8,103-45.8% | $7,760-43.5% | $6,712-34.6% |
| Admin fee / account holder | $600 | $12,406-95.2% | $10,767-94.4% | $11,409-94.7% |