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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 | $184,778 | $99,053+86.5% | $88,179+109.5% | $138,895+33.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 15.67% | 78.17%-62.5pp | 64.97%-49.3pp | 145.39%-129.7pp |
| Employer contribution / active EE | $685 | $2,882-76.2% | $2,549-73.1% | $4,194-83.7% |
| Participant deferral / active EE | $929 | $5,225-82.2% | $4,614-79.9% | $6,396-85.5% |
| Admin fee / account holder | $10,036 | $8,748+14.7% | $7,673+30.8% | $12,562-20.1% |