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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 | $195,431 | $209,405-6.7% | $178,486+9.5% | $158,931+23.0% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 14.06% | 188.77%-174.7pp | 151.08%-137.0pp | 302.86%-288.8pp |
| Employer contribution / active EE | $1,197 | $5,707-79.0% | $5,011-76.1% | $4,761-74.9% |
| Participant deferral / active EE | $2,964 | $5,954-50.2% | $5,202-43.0% | $5,982-50.5% |
| Admin fee / account holder | $1,357 | $17,076-92.1% | $13,985-90.3% | $11,247-87.9% |