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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 | $227,591 | $129,737+75.4% | $119,126+91.1% | $154,746+47.1% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 15.96% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,202 | $4,375-72.5% | $4,034-70.2% | $4,379-72.6% |
| Participant deferral / active EE | $4,653 | $5,842-20.4% | $5,318-12.5% | $6,730-30.9% |
| Admin fee / account holder | $907 | $11,961-92.4% | $10,693-91.5% | $14,365-93.7% |