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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 | $196,037 | $129,737+51.1% | $119,126+64.6% | $154,746+26.7% |
| Participation rate | 56.3% | 78.9%-22.6pp | 75.8%-19.5pp | 80.7%-24.5pp |
| Annual return | 14.38% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,617 | $4,375-63.0% | $4,034-59.9% | $4,379-63.1% |
| Participant deferral / active EE | $2,112 | $5,842-63.8% | $5,318-60.3% | $6,730-68.6% |
| Admin fee / account holder | $10,122 | $11,961-15.4% | $10,693-5.3% | $14,365-29.5% |