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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 | $160,059 | $101,063+58.4% | $81,473+96.5% | $147,586+8.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 9.56% | 32.41%-22.9pp | 38.78%-29.2pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,554 | $3,206-51.5% | $2,568-39.5% | $4,876-68.1% |
| Participant deferral / active EE | $2,511 | $4,242-40.8% | $3,537-29.0% | $5,439-53.8% |
| Admin fee / account holder | $377 | $5,812-93.5% | $4,561-91.7% | $10,886-96.5% |