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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 | $174,108 | $99,652+74.7% | $78,778+121.0% | $147,586+18.0% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.2%-27.1pp | 82.8%-40.7pp |
| Annual return | 13.13% | 47.28%-34.1pp | 35.62%-22.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,471 | $2,796+24.2% | $1,986+74.8% | $4,876-28.8% |
| Participant deferral / active EE | $7,844 | $3,664+114.1% | $2,958+165.1% | $5,439+44.2% |
| Admin fee / account holder | $20,770 | $7,155+190.3% | $5,134+304.6% | $10,886+90.8% |