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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 | $175,294 | $100,938+73.7% | $90,461+93.8% | $158,982+10.3% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.7%-13.6pp | 82.0%-22.9pp |
| Annual return | 12.81% | 1727.20%-1714.4pp | 1294.76%-1281.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,014 | $3,691-72.5% | $3,264-68.9% | $4,763-78.7% |
| Participant deferral / active EE | $3,685 | $4,350-15.3% | $3,964-7.1% | $5,983-38.4% |
| Admin fee / account holder | $1,510 | $6,510-76.8% | $5,617-73.1% | $11,252-86.6% |