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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 | $70,366+179.3% | $66,674+194.8% | $138,895+41.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 15.14% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $827 | $2,765-70.1% | $2,620-68.4% | $4,194-80.3% |
| Participant deferral / active EE | $4,463 | $4,374+2.0% | $4,084+9.3% | $6,396-30.2% |
| Admin fee / account holder | $3,789 | $5,262-28.0% | $5,098-25.7% | $12,562-69.8% |