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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 | $164,163 | $111,535+47.2% | $105,223+56.0% | $137,256+19.6% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 15.05% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,435 | $3,939-63.6% | $3,689-61.1% | $4,156-65.5% |
| Participant deferral / active EE | $3,996 | $5,500-27.3% | $5,072-21.2% | $6,407-37.6% |
| Admin fee / account holder | $2,119 | $9,721-78.2% | $8,859-76.1% | $12,270-82.7% |