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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 | $181,570 | $72,071+151.9% | $68,368+165.6% | $137,256+32.3% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.0%-25.0pp |
| Annual return | 16.85% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,230 | $2,788-20.0% | $2,649-15.8% | $4,156-46.3% |
| Participant deferral / active EE | $6,901 | $4,410+56.5% | $4,123+67.4% | $6,407+7.7% |
| Admin fee / account holder | $2,958 | $5,336-44.6% | $5,150-42.6% | $12,270-75.9% |