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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 | $169,949 | $72,071+135.8% | $68,368+148.6% | $137,256+23.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 18.03% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,707 | $2,788-2.9% | $2,649+2.2% | $4,156-34.9% |
| Participant deferral / active EE | $7,901 | $4,410+79.2% | $4,123+91.6% | $6,407+23.3% |
| Admin fee / account holder | $11,607 | $5,336+117.5% | $5,150+125.4% | $12,270-5.4% |