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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 | $179,735 | $125,778+42.9% | $114,563+56.9% | $154,746+16.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 11.89% | 295.14%-283.3pp | 241.09%-229.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,510 | $2,806-46.2% | $2,592-41.7% | $4,379-65.5% |
| Participant deferral / active EE | $13,150 | $4,445+195.9% | $4,142+217.5% | $6,730+95.4% |
| Admin fee / account holder | $705 | $8,190-91.4% | $7,623-90.8% | $14,365-95.1% |