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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 | $129,737+22.2% | $119,126+33.1% | $154,746+2.4% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 12.39% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,602 | $4,375-63.4% | $4,034-60.3% | $4,379-63.4% |
| Participant deferral / active EE | $3,390 | $5,842-42.0% | $5,318-36.3% | $6,730-49.6% |
| Admin fee / account holder | $11,188 | $11,961-6.5% | $10,693+4.6% | $14,365-22.1% |