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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 | $190,084 | $81,208+134.1% | $98,920+92.2% | $79,856+138.0% |
| Participation rate | 26.9% | 72.5%-45.6pp | 76.0%-49.1pp | 69.6%-42.7pp |
| Annual return | 21.34% | 60.99%-39.6pp | 196.47%-175.1pp | 31.71%-10.4pp |
| Employer contribution / active EE | $519 | $1,960-73.5% | $2,689-80.7% | $2,471-79.0% |
| Participant deferral / active EE | $1,873 | $3,265-42.6% | $4,245-55.9% | $3,741-49.9% |
| Admin fee / account holder | $2,663 | $6,013-55.7% | $6,643-59.9% | $5,306-49.8% |