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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 | $170,812 | $72,071+137.0% | $68,368+149.8% | $137,256+24.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 14.47% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,063 | $2,788-26.0% | $2,649-22.1% | $4,156-50.4% |
| Participant deferral / active EE | $2,063 | $4,410-53.2% | $4,123-50.0% | $6,407-67.8% |
| Admin fee / account holder | $6,114 | $5,336+14.6% | $5,150+18.7% | $12,270-50.2% |