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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 | $168,078 | $129,737+29.6% | $119,126+41.1% | $154,746+8.6% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 16.14% | 379.08%-362.9pp | 282.11%-266.0pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,608 | $4,375-40.4% | $4,034-35.3% | $4,379-40.4% |
| Participant deferral / active EE | $5,199 | $5,842-11.0% | $5,318-2.2% | $6,730-22.7% |
| Admin fee / account holder | $620 | $11,961-94.8% | $10,693-94.2% | $14,365-95.7% |