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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 | $185,546 | $70,366+163.7% | $66,674+178.3% | $138,895+33.6% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 15.10% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,544 | $2,765-44.2% | $2,620-41.1% | $4,194-63.2% |
| Participant deferral / active EE | $1,854 | $4,374-57.6% | $4,084-54.6% | $6,396-71.0% |
| Admin fee / account holder | $2,733 | $5,262-48.1% | $5,098-46.4% | $12,562-78.2% |