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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 | $184,817 | $129,737+42.5% | $119,126+55.1% | $154,746+19.4% |
| Participation rate | 26.3% | 78.9%-52.5pp | 75.8%-49.4pp | 80.7%-54.4pp |
| Annual return | 17.39% | 379.08%-361.7pp | 282.11%-264.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,820 | $4,375-58.4% | $4,034-54.9% | $4,379-58.4% |
| Participant deferral / active EE | $4,803 | $5,842-17.8% | $5,318-9.7% | $6,730-28.6% |
| Admin fee / account holder | $5,747 | $11,961-52.0% | $10,693-46.3% | $14,365-60.0% |