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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 | $219,770 | $129,737+69.4% | $119,126+84.5% | $154,746+42.0% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 12.96% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,190 | $4,375-72.8% | $4,034-70.5% | $4,379-72.8% |
| Participant deferral / active EE | $3,527 | $5,842-39.6% | $5,318-33.7% | $6,730-47.6% |
| Admin fee / account holder | $918 | $11,961-92.3% | $10,693-91.4% | $14,365-93.6% |