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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 | $162,433 | $111,535+45.6% | $105,223+54.4% | $137,256+18.3% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 18.10% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,396 | $3,939-64.6% | $3,689-62.1% | $4,156-66.4% |
| Participant deferral / active EE | $7,517 | $5,500+36.7% | $5,072+48.2% | $6,407+17.3% |
| Admin fee / account holder | $1,603 | $9,721-83.5% | $8,859-81.9% | $12,270-86.9% |