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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 | $164,653 | $111,535+47.6% | $105,223+56.5% | $137,256+20.0% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 12.14% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,111 | $3,939-46.4% | $3,689-42.8% | $4,156-49.2% |
| Participant deferral / active EE | $6,681 | $5,500+21.5% | $5,072+31.7% | $6,407+4.3% |
| Admin fee / account holder | $33,556 | $9,721+245.2% | $8,859+278.8% | $12,270+173.5% |