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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 | $164,927 | $111,535+47.9% | $105,223+56.7% | $137,256+20.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 17.67% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,134 | $3,939-71.2% | $3,689-69.3% | $4,156-72.7% |
| Participant deferral / active EE | $5,489 | $5,500-0.2% | $5,072+8.2% | $6,407-14.3% |
| Admin fee / account holder | $25,054 | $9,721+157.7% | $8,859+182.8% | $12,270+104.2% |