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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 | $166,378 | $125,184+32.9% | $105,607+57.5% | $145,884+14.0% |
| Participation rate | 59.1% | 77.6%-18.6pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 18.91% | 225.00%-206.1pp | 116.11%-97.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $3,083 | $3,720-17.1% | $3,167-2.6% | $4,662-33.9% |
| Participant deferral / active EE | $5,208 | $5,714-8.8% | $5,011+3.9% | $6,690-22.1% |
| Admin fee / account holder | $4,075 | $17,133-76.2% | $10,958-62.8% | $13,392-69.6% |