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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 | $174,035 | $148,582+17.1% | $135,942+28.0% | $139,456+24.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.94% | 79.26%-62.3pp | 68.28%-51.3pp | 373.45%-356.5pp |
| Employer contribution / active EE | $1,604 | $5,245-69.4% | $4,858-67.0% | $4,753-66.3% |
| Participant deferral / active EE | $4,088 | $8,101-49.5% | $7,759-47.3% | $6,711-39.1% |
| Admin fee / account holder | $764 | $12,402-93.8% | $10,764-92.9% | $11,407-93.3% |