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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 | $182,019 | $102,595+77.4% | $94,057+93.5% | $154,746+17.6% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 11.64% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $732 | $3,147-76.8% | $2,933-75.1% | $4,379-83.3% |
| Participant deferral / active EE | $6,471 | $5,118+26.4% | $4,709+37.4% | $6,730-3.8% |
| Admin fee / account holder | $11,283 | $7,736+45.8% | $7,244+55.7% | $14,365-21.5% |