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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 | $164,282 | $129,737+26.6% | $119,126+37.9% | $154,746+6.2% |
| Participation rate | 26.3% | 78.9%-52.5pp | 75.8%-49.4pp | 80.7%-54.4pp |
| Annual return | 16.05% | 379.08%-363.0pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,548 | $4,375-41.8% | $4,034-36.8% | $4,379-41.8% |
| Participant deferral / active EE | $4,480 | $5,842-23.3% | $5,318-15.8% | $6,730-33.4% |
| Admin fee / account holder | $12,488 | $11,961+4.4% | $10,693+16.8% | $14,365-13.1% |