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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 | $129,737+40.5% | $119,126+53.0% | $154,746+17.8% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 18.39% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,127 | $4,375-74.2% | $4,034-72.1% | $4,379-74.3% |
| Participant deferral / active EE | $3,844 | $5,842-34.2% | $5,318-27.7% | $6,730-42.9% |
| Admin fee / account holder | $1,533 | $11,961-87.2% | $10,693-85.7% | $14,365-89.3% |