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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 | $196,523 | $72,071+172.7% | $68,368+187.4% | $137,256+43.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 15.14% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $827 | $2,788-70.3% | $2,649-68.8% | $4,156-80.1% |
| Participant deferral / active EE | $4,463 | $4,410+1.2% | $4,123+8.3% | $6,407-30.3% |
| Admin fee / account holder | $3,789 | $5,336-29.0% | $5,150-26.4% | $12,270-69.1% |