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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 | $197,937 | $129,737+52.6% | $119,126+66.2% | $154,746+27.9% |
| Participation rate | 68.4% | 78.9%-10.4pp | 75.8%-7.3pp | 80.7%-12.3pp |
| Annual return | 13.62% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,981 | $4,375-54.7% | $4,034-50.9% | $4,379-54.8% |
| Participant deferral / active EE | $4,374 | $5,842-25.1% | $5,318-17.7% | $6,730-35.0% |
| Admin fee / account holder | $1,691 | $11,961-85.9% | $10,693-84.2% | $14,365-88.2% |