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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 | $167,483 | $102,595+63.2% | $94,057+78.1% | $154,746+8.2% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 16.99% | 583.42%-566.4pp | 480.62%-463.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,750 | $3,147-44.4% | $2,933-40.3% | $4,379-60.0% |
| Participant deferral / active EE | $4,177 | $5,118-18.4% | $4,709-11.3% | $6,730-37.9% |
| Admin fee / account holder | $4,638 | $7,736-40.1% | $7,244-36.0% | $14,365-67.7% |