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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 | $161,881 | $72,071+124.6% | $68,368+136.8% | $137,256+17.9% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 21.42% | 353.14%-331.7pp | 292.57%-271.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,350 | $2,788-51.6% | $2,649-49.0% | $4,156-67.5% |
| Participant deferral / active EE | $3,482 | $4,410-21.0% | $4,123-15.5% | $6,407-45.7% |
| Admin fee / account holder | $720 | $5,336-86.5% | $5,150-86.0% | $12,270-94.1% |