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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 | $129,737+26.9% | $119,126+38.2% | $154,746+6.4% |
| Participation rate | 47.4% | 78.9%-31.5pp | 75.8%-28.4pp | 80.7%-33.3pp |
| Annual return | 12.14% | 379.08%-366.9pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,111 | $4,375-51.7% | $4,034-47.7% | $4,379-51.8% |
| Participant deferral / active EE | $6,681 | $5,842+14.4% | $5,318+25.6% | $6,730-0.7% |
| Admin fee / account holder | $33,556 | $11,961+180.6% | $10,693+213.8% | $14,365+133.6% |