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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 | $180,967 | $165,361+9.4% | $149,715+20.9% | $158,950+13.9% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 18.28% | 348.24%-330.0pp | 276.66%-258.4pp | 302.91%-284.6pp |
| Employer contribution / active EE | $1,762 | $5,103-65.5% | $4,645-62.1% | $4,762-63.0% |
| Participant deferral / active EE | $3,960 | $7,182-44.9% | $6,842-42.1% | $5,983-33.8% |
| Admin fee / account holder | $725 | $10,808-93.3% | $9,310-92.2% | $11,248-93.6% |