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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 | $198,792 | $72,071+175.8% | $68,368+190.8% | $137,256+44.8% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 18.68% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,324 | $2,788-52.5% | $2,649-50.0% | $4,156-68.1% |
| Participant deferral / active EE | $5,922 | $4,410+34.3% | $4,123+43.6% | $6,407-7.6% |
| Admin fee / account holder | $1,244 | $5,336-76.7% | $5,150-75.8% | $12,270-89.9% |