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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 | $223,488 | $129,737+72.3% | $119,126+87.6% | $154,746+44.4% |
| Participation rate | 42.1% | 78.9%-36.7pp | 75.8%-33.7pp | 80.7%-38.6pp |
| Annual return | 16.04% | 379.08%-363.0pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,341 | $4,375-69.3% | $4,034-66.8% | $4,379-69.4% |
| Participant deferral / active EE | $2,196 | $5,842-62.4% | $5,318-58.7% | $6,730-67.4% |
| Admin fee / account holder | $1,332 | $11,961-88.9% | $10,693-87.5% | $14,365-90.7% |