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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 | $210,131 | $129,737+62.0% | $119,126+76.4% | $154,746+35.8% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 16.82% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,952 | $4,375-55.4% | $4,034-51.6% | $4,379-55.4% |
| Participant deferral / active EE | $4,397 | $5,842-24.7% | $5,318-17.3% | $6,730-34.7% |
| Admin fee / account holder | $4,797 | $11,961-59.9% | $10,693-55.1% | $14,365-66.6% |