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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 | $182,491 | $149,040+22.4% | $120,225+51.8% | $137,256+33.0% |
| Participation rate | 30.4% | 75.4%-45.0pp | 69.6%-39.1pp | 80.0%-49.5pp |
| Annual return | 17.08% | 605.68%-588.6pp | 439.23%-422.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $638 | $4,350-85.3% | $3,475-81.6% | $4,156-84.6% |
| Participant deferral / active EE | $3,155 | $4,655-32.2% | $3,999-21.1% | $6,407-50.8% |
| Admin fee / account holder | $2,610 | $6,348-58.9% | $5,696-54.2% | $12,270-78.7% |