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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 | $186,060 | $142,354+30.7% | $125,529+48.2% | $155,188+19.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.7%-31.9pp | 80.8%-37.9pp |
| Annual return | 12.19% | 306.06%-293.9pp | 202.56%-190.4pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,389 | $3,501-60.3% | $3,058-54.6% | $4,248-67.3% |
| Participant deferral / active EE | $2,301 | $5,491-58.1% | $4,813-52.2% | $6,531-64.8% |
| Admin fee / account holder | $3,518 | $19,392-81.9% | $16,298-78.4% | $14,480-75.7% |