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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 | $182,228 | $111,535+63.4% | $105,223+73.2% | $137,256+32.8% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 18.39% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,127 | $3,939-71.4% | $3,689-69.4% | $4,156-72.9% |
| Participant deferral / active EE | $3,844 | $5,500-30.1% | $5,072-24.2% | $6,407-40.0% |
| Admin fee / account holder | $1,533 | $9,721-84.2% | $8,859-82.7% | $12,270-87.5% |