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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 | $167,293 | $115,780+44.5% | $101,255+65.2% | $158,931+5.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 22.88% | 56.14%-33.3pp | 46.48%-23.6pp | 302.86%-280.0pp |
| Employer contribution / active EE | $810 | $4,175-80.6% | $3,660-77.9% | $4,761-83.0% |
| Participant deferral / active EE | $2,418 | $4,958-51.2% | $4,370-44.7% | $5,982-59.6% |
| Admin fee / account holder | $3,175 | $7,246-56.2% | $5,946-46.6% | $11,247-71.8% |