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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 | $174,760 | $112,933+54.7% | $90,970+92.1% | $158,982+9.9% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 16.68% | 215.82%-199.1pp | 134.60%-117.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $704 | $2,893-75.7% | $2,122-66.8% | $4,763-85.2% |
| Participant deferral / active EE | $3,760 | $4,128-8.9% | $3,373+11.5% | $5,983-37.2% |
| Admin fee / account holder | $17,238 | $8,047+114.2% | $5,961+189.2% | $11,252+53.2% |