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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 | $222,941 | $129,737+71.8% | $119,126+87.1% | $154,746+44.1% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 13.94% | 379.08%-365.1pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,648 | $4,375-62.3% | $4,034-59.2% | $4,379-62.4% |
| Participant deferral / active EE | $3,626 | $5,842-37.9% | $5,318-31.8% | $6,730-46.1% |
| Admin fee / account holder | $931 | $11,961-92.2% | $10,693-91.3% | $14,365-93.5% |