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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 | $180,579 | $108,911+65.8% | $100,392+79.9% | $145,884+23.8% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 11.94% | 58.23%-46.3pp | 49.45%-37.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,657 | $4,420-39.9% | $3,941-32.6% | $4,662-43.0% |
| Participant deferral / active EE | $4,885 | $8,459-42.2% | $8,090-39.6% | $6,690-27.0% |
| Admin fee / account holder | $7,431 | $9,698-23.4% | $7,904-6.0% | $13,392-44.5% |