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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 | $182,573 | $115,796+57.7% | $101,264+80.3% | $158,950+14.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 14.00% | 56.15%-42.2pp | 46.48%-32.5pp | 302.91%-288.9pp |
| Employer contribution / active EE | $2,245 | $4,175-46.2% | $3,660-38.7% | $4,762-52.9% |
| Participant deferral / active EE | $5,837 | $4,958+17.7% | $4,370+33.6% | $5,983-2.4% |
| Admin fee / account holder | $1,375 | $7,247-81.0% | $5,947-76.9% | $11,248-87.8% |