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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 | $234,732 | $196,972+19.2% | $182,262+28.8% | $198,609+18.2% |
| Participation rate | 38.9% | 85.7%-46.8pp | 84.2%-45.3pp | 82.4%-43.5pp |
| Annual return | 19.54% | 158.27%-138.7pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $2,077 | $5,364-61.3% | $5,046-58.8% | $5,055-58.9% |
| Participant deferral / active EE | $7,079 | $8,643-18.1% | $8,276-14.5% | $6,977+1.5% |
| Admin fee / account holder | $3,573 | $18,429-80.6% | $16,712-78.6% | $19,030-81.2% |