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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 | $220,177 | $148,623+48.1% | $135,974+61.9% | $139,466+57.9% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 16.58% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,739 | $5,246-66.9% | $4,859-64.2% | $4,754-63.4% |
| Participant deferral / active EE | $4,337 | $8,103-46.5% | $7,760-44.1% | $6,712-35.4% |
| Admin fee / account holder | $6,135 | $12,406-50.5% | $10,767-43.0% | $11,409-46.2% |