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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 | $183,043 | $148,629+23.2% | $135,982+34.6% | $139,487+31.2% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.2pp |
| Annual return | 33.46% | 79.33%-45.9pp | 68.32%-34.9pp | 373.84%-340.4pp |
| Employer contribution / active EE | $2,486 | $5,247-52.6% | $4,859-48.8% | $4,755-47.7% |
| Participant deferral / active EE | $6,294 | $8,102-22.3% | $7,760-18.9% | $6,713-6.2% |
| Admin fee / account holder | $6,543 | $12,406-47.3% | $10,767-39.2% | $11,407-42.6% |