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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 | $197,366 | $148,629+32.8% | $135,982+45.1% | $139,487+41.5% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 14.00% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,538 | $5,247-70.7% | $4,859-68.4% | $4,755-67.7% |
| Participant deferral / active EE | $6,963 | $8,102-14.1% | $7,760-10.3% | $6,713+3.7% |
| Admin fee / account holder | $810 | $12,406-93.5% | $10,767-92.5% | $11,407-92.9% |