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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 | $147,082 | $70,366+109.0% | $66,674+120.6% | $138,895+5.9% |
| Participation rate | 21.4% | 76.2%-54.7pp | 73.7%-52.2pp | 79.9%-58.5pp |
| Annual return | 13.79% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $4,475 | $2,765+61.8% | $2,620+70.8% | $4,194+6.7% |
| Participant deferral / active EE | $11,460 | $4,374+162.0% | $4,084+180.6% | $6,396+79.2% |
| Admin fee / account holder | $5,008 | $5,262-4.8% | $5,098-1.8% | $12,562-60.1% |