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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 | $232,598 | $129,737+79.3% | $119,126+95.3% | $154,746+50.3% |
| Participation rate | 23.8% | 78.9%-55.0pp | 75.8%-52.0pp | 80.7%-56.9pp |
| Annual return | 16.34% | 379.08%-362.7pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,115 | $4,375-74.5% | $4,034-72.4% | $4,379-74.5% |
| Participant deferral / active EE | $3,133 | $5,842-46.4% | $5,318-41.1% | $6,730-53.4% |
| Admin fee / account holder | $10,341 | $11,961-13.5% | $10,693-3.3% | $14,365-28.0% |