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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 | $177,285 | $49,199+260.3% | $121,210+46.3% | $75,177+135.8% |
| Participation rate | 37.9% | 55.4%-17.5pp | 69.5%-31.6pp | 67.2%-29.3pp |
| Annual return | 23.93% | 56.04%-32.1pp | 987.41%-963.5pp | 160.75%-136.8pp |
| Employer contribution / active EE | $1,323 | $1,547-14.5% | $4,171-68.3% | $2,671-50.5% |
| Participant deferral / active EE | $2,104 | $2,630-20.0% | $4,084-48.5% | $4,126-49.0% |
| Admin fee / account holder | $2,687 | $3,946-31.9% | $5,647-52.4% | $5,651-52.5% |