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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 | $175,464 | $108,911+61.1% | $100,392+74.8% | $145,884+20.3% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 17.29% | 58.23%-40.9pp | 49.45%-32.2pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,793 | $4,420-59.4% | $3,941-54.5% | $4,662-61.5% |
| Participant deferral / active EE | $7,052 | $8,459-16.6% | $8,090-12.8% | $6,690+5.4% |
| Admin fee / account holder | $738 | $9,698-92.4% | $7,904-90.7% | $13,392-94.5% |