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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 | $162,787 | $129,737+25.5% | $119,126+36.7% | $154,746+5.2% |
| Participation rate | 9.1% | 78.9%-69.8pp | 75.8%-66.7pp | 80.7%-71.6pp |
| Annual return | 14.04% | 379.08%-365.0pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,346 | $4,375-69.2% | $4,034-66.6% | $4,379-69.3% |
| Participant deferral / active EE | $7,148 | $5,842+22.4% | $5,318+34.4% | $6,730+6.2% |
| Admin fee / account holder | $29,189 | $11,961+144.0% | $10,693+173.0% | $14,365+103.2% |