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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 | $180,446 | $111,535+61.8% | $105,223+71.5% | $137,256+31.5% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 13.32% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,127 | $3,939-71.4% | $3,689-69.4% | $4,156-72.9% |
| Participant deferral / active EE | $5,450 | $5,500-0.9% | $5,072+7.5% | $6,407-14.9% |
| Admin fee / account holder | $1,079 | $9,721-88.9% | $8,859-87.8% | $12,270-91.2% |