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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 | $165,624 | $134,817+22.9% | $123,973+33.6% | $155,188+6.7% |
| Participation rate | 60.9% | 79.4%-18.5pp | 76.7%-15.8pp | 80.8%-19.9pp |
| Annual return | 21.18% | 515.49%-494.3pp | 388.13%-366.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,630 | $4,425-63.2% | $4,126-60.5% | $4,248-61.6% |
| Participant deferral / active EE | $3,366 | $5,706-41.0% | $5,247-35.8% | $6,531-48.5% |
| Admin fee / account holder | $2,679 | $13,245-79.8% | $11,799-77.3% | $14,480-81.5% |