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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 | $184,833 | $114,119+62.0% | $107,187+72.4% | $138,895+33.1% |
| Participation rate | 26.7% | 78.1%-51.4pp | 75.0%-48.4pp | 79.9%-53.3pp |
| Annual return | 13.85% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,316 | $4,059-67.6% | $3,782-65.2% | $4,194-68.6% |
| Participant deferral / active EE | $4,321 | $5,538-22.0% | $5,096-15.2% | $6,396-32.4% |
| Admin fee / account holder | $571 | $10,024-94.3% | $9,162-93.8% | $12,562-95.5% |