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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 | $167,438 | $108,942+53.7% | $100,415+66.7% | $145,897+14.8% |
| Participation rate | 54.5% | 83.0%-28.4pp | 81.5%-27.0pp | 80.3%-25.8pp |
| Annual return | 14.05% | 58.27%-44.2pp | 49.47%-35.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,970 | $4,422-32.8% | $3,943-24.7% | $4,663-36.3% |
| Participant deferral / active EE | $6,490 | $8,461-23.3% | $8,091-19.8% | $6,689-3.0% |
| Admin fee / account holder | $4,401 | $9,702-54.6% | $7,906-44.3% | $13,390-67.1% |