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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 | $194,569 | $105,200+85.0% | $159,474+22.0% | $85,847+126.6% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.8%-41.2pp | 69.3%-27.7pp |
| Annual return | 18.73% | 45.08%-26.3pp | 263.68%-244.9pp | 318.61%-299.9pp |
| Employer contribution / active EE | $1,561 | $3,319-53.0% | $4,831-67.7% | $2,565-39.2% |
| Participant deferral / active EE | $3,090 | $5,946-48.0% | $7,353-58.0% | $3,952-21.8% |
| Admin fee / account holder | $553 | $6,934-92.0% | $10,802-94.9% | $6,261-91.2% |