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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 | $111,535+46.0% | $105,223+54.7% | $137,256+18.6% |
| Participation rate | 9.1% | 78.1%-69.0pp | 75.0%-66.0pp | 80.0%-70.9pp |
| Annual return | 14.04% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,346 | $3,939-65.8% | $3,689-63.5% | $4,156-67.6% |
| Participant deferral / active EE | $7,148 | $5,500+30.0% | $5,072+40.9% | $6,407+11.6% |
| Admin fee / account holder | $29,189 | $9,721+200.3% | $8,859+229.5% | $12,270+137.9% |