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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 | $163,704 | $129,737+26.2% | $119,126+37.4% | $154,746+5.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.19% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,044 | $4,375-76.1% | $4,034-74.1% | $4,379-76.2% |
| Participant deferral / active EE | $2,490 | $5,842-57.4% | $5,318-53.2% | $6,730-63.0% |
| Admin fee / account holder | $2,777 | $11,961-76.8% | $10,693-74.0% | $14,365-80.7% |