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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 | $173,869 | $72,071+141.2% | $68,368+154.3% | $137,256+26.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 18.31% | 353.14%-334.8pp | 292.57%-274.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,840 | $2,788-34.0% | $2,649-30.5% | $4,156-55.7% |
| Participant deferral / active EE | $3,630 | $4,410-17.7% | $4,123-12.0% | $6,407-43.3% |
| Admin fee / account holder | $338 | $5,336-93.7% | $5,150-93.4% | $12,270-97.2% |