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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 | $150,645 | $132,099+14.0% | $115,599+30.3% | $138,895+8.5% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.3%-21.6pp | 79.9%-27.3pp |
| Annual return | 21.88% | 176.76%-154.9pp | 111.10%-89.2pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,978 | $3,416-42.1% | $2,955-33.1% | $4,194-52.8% |
| Participant deferral / active EE | $4,428 | $5,617-21.2% | $4,889-9.4% | $6,396-30.8% |
| Admin fee / account holder | $1,926 | $15,650-87.7% | $12,841-85.0% | $12,562-84.7% |