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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 | $240,526 | $129,737+85.4% | $119,126+101.9% | $154,746+55.4% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 15.68% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,876 | $4,375-57.1% | $4,034-53.5% | $4,379-57.2% |
| Participant deferral / active EE | $5,379 | $5,842-7.9% | $5,318+1.2% | $6,730-20.1% |
| Admin fee / account holder | $849 | $11,961-92.9% | $10,693-92.1% | $14,365-94.1% |