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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 | $184,020 | $129,737+41.8% | $119,126+54.5% | $154,746+18.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.24% | 379.08%-365.8pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,398 | $4,375-22.3% | $4,034-15.8% | $4,379-22.4% |
| Participant deferral / active EE | $4,205 | $5,842-28.0% | $5,318-20.9% | $6,730-37.5% |
| Admin fee / account holder | $10,027 | $11,961-16.2% | $10,693-6.2% | $14,365-30.2% |