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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 | $201,333 | $157,296+28.0% | $141,191+42.6% | $152,897+31.7% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 19.08% | 64.34%-45.3pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,141 | $5,262-78.3% | $4,736-75.9% | $4,764-76.0% |
| Participant deferral / active EE | $4,158 | $7,111-41.5% | $6,710-38.0% | $5,851-28.9% |
| Admin fee / account holder | $397 | $12,125-96.7% | $10,264-96.1% | $11,599-96.6% |