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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 | $153,702 | $111,535+37.8% | $105,223+46.1% | $137,256+12.0% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 20.49% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,328 | $3,939-66.3% | $3,689-64.0% | $4,156-68.0% |
| Participant deferral / active EE | $2,226 | $5,500-59.5% | $5,072-56.1% | $6,407-65.3% |
| Admin fee / account holder | $3,263 | $9,721-66.4% | $8,859-63.2% | $12,270-73.4% |