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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 | $160,271 | $129,737+23.5% | $119,126+34.5% | $154,746+3.6% |
| Participation rate | 43.8% | 78.9%-35.1pp | 75.8%-32.0pp | 80.7%-37.0pp |
| Annual return | 12.34% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,230 | $4,375-71.9% | $4,034-69.5% | $4,379-71.9% |
| Participant deferral / active EE | $2,847 | $5,842-51.3% | $5,318-46.5% | $6,730-57.7% |
| Admin fee / account holder | $3,527 | $11,961-70.5% | $10,693-67.0% | $14,365-75.4% |