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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 | $163,151 | $109,372+49.2% | $89,414+82.5% | $158,966+2.6% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.0%-29.9pp | 82.0%-43.9pp |
| Annual return | 6.18% | 345.55%-339.4pp | 245.50%-239.3pp | 302.95%-296.8pp |
| Employer contribution / active EE | $922 | $3,171-70.9% | $2,586-64.3% | $4,762-80.6% |
| Participant deferral / active EE | $1,590 | $4,598-65.4% | $3,890-59.1% | $5,983-73.4% |
| Admin fee / account holder | $1,038 | $6,156-83.1% | $4,883-78.7% | $11,250-90.8% |