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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 | $72,071+142.2% | $68,368+155.3% | $137,256+27.2% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 14.72% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,524 | $2,788+26.4% | $2,649+33.0% | $4,156-15.2% |
| Participant deferral / active EE | $6,866 | $4,410+55.7% | $4,123+66.5% | $6,407+7.2% |
| Admin fee / account holder | $7,827 | $5,336+46.7% | $5,150+52.0% | $12,270-36.2% |