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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 | $214,513 | $148,629+44.3% | $135,982+57.8% | $139,487+53.8% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 18.09% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,515 | $5,247-71.1% | $4,859-68.8% | $4,755-68.1% |
| Participant deferral / active EE | $6,429 | $8,102-20.7% | $7,760-17.2% | $6,713-4.2% |
| Admin fee / account holder | $2,559 | $12,406-79.4% | $10,767-76.2% | $11,407-77.6% |