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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 | $165,759 | $115,810+43.1% | $101,271+63.7% | $158,966+4.3% |
| Participation rate | 61.9% | 79.4%-17.5pp | 75.8%-13.9pp | 82.0%-20.1pp |
| Annual return | 16.93% | 56.15%-39.2pp | 46.48%-29.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $754 | $4,175-81.9% | $3,660-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $5,411 | $4,958+9.1% | $4,371+23.8% | $5,983-9.6% |
| Admin fee / account holder | $6,545 | $7,248-9.7% | $5,948+10.1% | $11,250-41.8% |