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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 | $129,737+18.5% | $119,126+29.0% | $154,746-0.7% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 20.49% | 379.08%-358.6pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,328 | $4,375-69.6% | $4,034-67.1% | $4,379-69.7% |
| Participant deferral / active EE | $2,226 | $5,842-61.9% | $5,318-58.1% | $6,730-66.9% |
| Admin fee / account holder | $3,263 | $11,961-72.7% | $10,693-69.5% | $14,365-77.3% |