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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 | $165,933 | $72,071+130.2% | $68,368+142.7% | $137,256+20.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 28.94% | 353.14%-324.2pp | 292.57%-263.6pp | 220.34%-191.4pp |
| Employer contribution / active EE | $2,355 | $2,788-15.5% | $2,649-11.1% | $4,156-43.3% |
| Participant deferral / active EE | $2,681 | $4,410-39.2% | $4,123-35.0% | $6,407-58.2% |
| Admin fee / account holder | $1,080 | $5,336-79.8% | $5,150-79.0% | $12,270-91.2% |