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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 | $186,442 | $165,399+12.7% | $149,745+24.5% | $158,982+17.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 13.97% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $3,221 | $5,105-36.9% | $4,646-30.7% | $4,763-32.4% |
| Participant deferral / active EE | $11,284 | $7,183+57.1% | $6,843+64.9% | $5,983+88.6% |
| Admin fee / account holder | $664 | $10,811-93.9% | $9,312-92.9% | $11,252-94.1% |