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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 | $181,334 | $162,529+11.6% | $130,788+38.6% | $154,746+17.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 22.58% | 510.48%-487.9pp | 386.44%-363.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $3,565 | $4,447-19.8% | $3,558+0.2% | $4,379-18.6% |
| Participant deferral / active EE | $12,675 | $4,808+163.6% | $4,137+206.4% | $6,730+88.3% |
| Admin fee / account holder | $1,418 | $7,669-81.5% | $6,673-78.7% | $14,365-90.1% |