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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 | $175,198 | $72,071+143.1% | $68,368+156.3% | $137,256+27.6% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 13.68% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,117 | $2,788-59.9% | $2,649-57.8% | $4,156-73.1% |
| Participant deferral / active EE | $1,311 | $4,410-70.3% | $4,123-68.2% | $6,407-79.5% |
| Admin fee / account holder | $2,041 | $5,336-61.8% | $5,150-60.4% | $12,270-83.4% |