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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 | $173,116 | $129,737+33.4% | $119,126+45.3% | $154,746+11.9% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 17.19% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,500 | $4,375-42.9% | $4,034-38.0% | $4,379-42.9% |
| Participant deferral / active EE | $2,671 | $5,842-54.3% | $5,318-49.8% | $6,730-60.3% |
| Admin fee / account holder | $1,031 | $11,961-91.4% | $10,693-90.4% | $14,365-92.8% |