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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 | $172,269 | $125,778+37.0% | $114,563+50.4% | $154,746+11.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 12.69% | 295.14%-282.5pp | 241.09%-228.4pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,188 | $2,806-22.0% | $2,592-15.6% | $4,379-50.0% |
| Participant deferral / active EE | $5,445 | $4,445+22.5% | $4,142+31.5% | $6,730-19.1% |
| Admin fee / account holder | $1,673 | $8,190-79.6% | $7,623-78.1% | $14,365-88.4% |