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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 | $158,513 | $111,535+42.1% | $105,223+50.6% | $137,256+15.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 14.11% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,407 | $3,939-38.9% | $3,689-34.7% | $4,156-42.1% |
| Participant deferral / active EE | $4,886 | $5,500-11.2% | $5,072-3.7% | $6,407-23.7% |
| Admin fee / account holder | $684 | $9,721-93.0% | $8,859-92.3% | $12,270-94.4% |