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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 | $129,737+42.5% | $119,126+55.2% | $154,746+19.4% |
| Participation rate | 26.7% | 78.9%-52.2pp | 75.8%-49.1pp | 80.7%-54.0pp |
| Annual return | 13.85% | 379.08%-365.2pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,316 | $4,375-69.9% | $4,034-67.4% | $4,379-69.9% |
| Participant deferral / active EE | $4,321 | $5,842-26.0% | $5,318-18.7% | $6,730-35.8% |
| Admin fee / account holder | $571 | $11,961-95.2% | $10,693-94.7% | $14,365-96.0% |