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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 | $171,638 | $111,535+53.9% | $105,223+63.1% | $137,256+25.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 12.52% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,708 | $3,939-56.7% | $3,689-53.7% | $4,156-58.9% |
| Participant deferral / active EE | $3,564 | $5,500-35.2% | $5,072-29.7% | $6,407-44.4% |
| Admin fee / account holder | $5,528 | $9,721-43.1% | $8,859-37.6% | $12,270-55.0% |