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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 | $164,330 | $88,702+85.3% | $81,780+100.9% | $145,978+12.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 16.15% | 1029.12%-1013.0pp | 776.27%-760.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,043 | $3,084-66.2% | $2,914-64.2% | $4,662-77.6% |
| Participant deferral / active EE | $4,653 | $4,645+0.2% | $4,321+7.7% | $6,690-30.5% |
| Admin fee / account holder | $1,350 | $8,414-84.0% | $7,384-81.7% | $13,400-89.9% |