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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 | $179,032 | $129,737+38.0% | $119,126+50.3% | $154,746+15.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 17.31% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,162 | $4,375-73.5% | $4,034-71.2% | $4,379-73.5% |
| Participant deferral / active EE | $2,953 | $5,842-49.4% | $5,318-44.5% | $6,730-56.1% |
| Admin fee / account holder | $753 | $11,961-93.7% | $10,693-93.0% | $14,365-94.8% |