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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 | $193,979 | $58,258+233.0% | $81,820+137.1% | $80,925+139.7% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.4%-31.6pp | 67.7%-26.9pp |
| Annual return | 16.69% | 41.76%-25.1pp | 777.93%-761.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,880 | $2,345-19.9% | $2,915-35.5% | $2,756-31.8% |
| Participant deferral / active EE | $4,912 | $3,284+49.6% | $4,323+13.6% | $4,299+14.3% |
| Admin fee / account holder | $1,080 | $4,976-78.3% | $7,391-85.4% | $6,940-84.4% |