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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 | $158,503 | $111,535+42.1% | $105,223+50.6% | $137,256+15.5% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 12.39% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,602 | $3,939-59.3% | $3,689-56.6% | $4,156-61.5% |
| Participant deferral / active EE | $3,390 | $5,500-38.4% | $5,072-33.2% | $6,407-47.1% |
| Admin fee / account holder | $11,188 | $9,721+15.1% | $8,859+26.3% | $12,270-8.8% |