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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 | $187,962 | $129,737+44.9% | $119,126+57.8% | $154,746+21.5% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 14.52% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,107 | $4,375-74.7% | $4,034-72.6% | $4,379-74.7% |
| Participant deferral / active EE | $5,831 | $5,842-0.2% | $5,318+9.7% | $6,730-13.4% |
| Admin fee / account holder | $20,071 | $11,961+67.8% | $10,693+87.7% | $14,365+39.7% |