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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 | $217,447 | $183,627+18.4% | $155,602+39.7% | $145,978+49.0% |
| Participation rate | 47.6% | 82.7%-35.1pp | 78.2%-30.6pp | 80.3%-32.7pp |
| Annual return | 15.53% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,154 | $5,316-78.3% | $4,675-75.3% | $4,662-75.2% |
| Participant deferral / active EE | $3,454 | $6,466-46.6% | $5,629-38.6% | $6,690-48.4% |
| Admin fee / account holder | $1,249 | $19,327-93.5% | $15,923-92.2% | $13,400-90.7% |