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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 | $229,384 | $166,131+38.1% | $164,975+39.0% | $145,877+57.2% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 15.79% | 100.37%-84.6pp | 70.12%-54.3pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,451 | $5,276-72.5% | $4,343-66.6% | $4,663-68.9% |
| Participant deferral / active EE | $4,844 | $6,962-30.4% | $6,033-19.7% | $6,691-27.6% |
| Admin fee / account holder | $2,375 | $16,648-85.7% | $12,688-81.3% | $13,402-82.3% |