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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 | $234,001 | $165,399+41.5% | $149,745+56.3% | $158,982+47.2% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 26.69% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $1,268 | $5,105-75.2% | $4,646-72.7% | $4,763-73.4% |
| Participant deferral / active EE | $4,402 | $7,183-38.7% | $6,843-35.7% | $5,983-26.4% |
| Admin fee / account holder | $1,643 | $10,811-84.8% | $9,312-82.4% | $11,252-85.4% |