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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 | $183,791 | $108,942+68.7% | $100,415+83.0% | $145,897+26.0% |
| Participation rate | 38.5% | 83.0%-44.5pp | 81.5%-43.1pp | 80.3%-41.8pp |
| Annual return | 15.90% | 58.27%-42.4pp | 49.47%-33.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,026 | $4,422-31.6% | $3,943-23.3% | $4,663-35.1% |
| Participant deferral / active EE | $5,669 | $8,461-33.0% | $8,091-29.9% | $6,689-15.3% |
| Admin fee / account holder | $1,671 | $9,702-82.8% | $7,906-78.9% | $13,390-87.5% |