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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 | $179,841 | $72,071+149.5% | $68,368+163.0% | $137,256+31.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.26% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,221 | $2,788-20.3% | $2,649-16.1% | $4,156-46.6% |
| Participant deferral / active EE | $3,734 | $4,410-15.3% | $4,123-9.4% | $6,407-41.7% |
| Admin fee / account holder | $1,063 | $5,336-80.1% | $5,150-79.4% | $12,270-91.3% |