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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 | $204,123 | $129,737+57.3% | $119,126+71.3% | $154,746+31.9% |
| Participation rate | 46.2% | 78.9%-32.7pp | 75.8%-29.6pp | 80.7%-34.5pp |
| Annual return | 21.96% | 379.08%-357.1pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,530 | $4,375-65.0% | $4,034-62.1% | $4,379-65.1% |
| Participant deferral / active EE | $4,978 | $5,842-14.8% | $5,318-6.4% | $6,730-26.0% |
| Admin fee / account holder | $900 | $11,961-92.5% | $10,693-91.6% | $14,365-93.7% |