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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 | $244,152 | $129,737+88.2% | $119,126+105.0% | $154,746+57.8% |
| Participation rate | 36.8% | 78.9%-42.0pp | 75.8%-38.9pp | 80.7%-43.9pp |
| Annual return | 15.91% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $990 | $4,375-77.4% | $4,034-75.5% | $4,379-77.4% |
| Participant deferral / active EE | $2,042 | $5,842-65.0% | $5,318-61.6% | $6,730-69.7% |
| Admin fee / account holder | $1,201 | $11,961-90.0% | $10,693-88.8% | $14,365-91.6% |