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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 | $163,245 | $129,737+25.8% | $119,126+37.0% | $154,746+5.5% |
| Participation rate | 47.1% | 78.9%-31.8pp | 75.8%-28.7pp | 80.7%-33.6pp |
| Annual return | 19.43% | 379.08%-359.6pp | 282.11%-262.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,094 | $4,375-52.1% | $4,034-48.1% | $4,379-52.2% |
| Participant deferral / active EE | $9,371 | $5,842+60.4% | $5,318+76.2% | $6,730+39.2% |
| Admin fee / account holder | $7,152 | $11,961-40.2% | $10,693-33.1% | $14,365-50.2% |