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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 | $180,380 | $154,754+16.6% | $124,206+45.2% | $138,895+29.9% |
| Participation rate | 52.2% | 75.5%-23.3pp | 69.6%-17.4pp | 79.9%-27.7pp |
| Annual return | 15.59% | 709.28%-693.7pp | 515.27%-499.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,368 | $4,446-69.2% | $3,540-61.4% | $4,194-67.4% |
| Participant deferral / active EE | $3,602 | $4,621-22.1% | $3,968-9.2% | $6,396-43.7% |
| Admin fee / account holder | $2,667 | $6,690-60.1% | $5,929-55.0% | $12,562-78.8% |