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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 | $174,532 | $102,595+70.1% | $94,057+85.6% | $154,746+12.8% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 14.72% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,524 | $3,147+12.0% | $2,933+20.1% | $4,379-19.5% |
| Participant deferral / active EE | $6,866 | $5,118+34.1% | $4,709+45.8% | $6,730+2.0% |
| Admin fee / account holder | $7,827 | $7,736+1.2% | $7,244+8.0% | $14,365-45.5% |