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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 | $184,210 | $115,810+59.1% | $101,271+81.9% | $158,966+15.9% |
| Participation rate | 39.1% | 79.4%-40.2pp | 75.8%-36.7pp | 82.0%-42.8pp |
| Annual return | 12.66% | 56.15%-43.5pp | 46.48%-33.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $2,606 | $4,175-37.6% | $3,660-28.8% | $4,762-45.3% |
| Participant deferral / active EE | $3,944 | $4,958-20.4% | $4,371-9.8% | $5,983-34.1% |
| Admin fee / account holder | $2,575 | $7,248-64.5% | $5,948-56.7% | $11,250-77.1% |