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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 | $183,211 | $139,948+30.9% | $121,663+50.6% | $154,746+18.4% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.5%-41.2pp | 80.7%-47.4pp |
| Annual return | 19.71% | 230.52%-210.8pp | 147.54%-127.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $769 | $3,521-78.2% | $3,020-74.5% | $4,379-82.4% |
| Participant deferral / active EE | $2,152 | $5,629-61.8% | $4,887-56.0% | $6,730-68.0% |
| Admin fee / account holder | $2,958 | $17,321-82.9% | $14,289-79.3% | $14,365-79.4% |