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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 | $72,071+132.4% | $68,368+145.0% | $137,256+22.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 16.99% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,750 | $2,788-37.2% | $2,649-33.9% | $4,156-57.9% |
| Participant deferral / active EE | $4,177 | $4,410-5.3% | $4,123+1.3% | $6,407-34.8% |
| Admin fee / account holder | $4,638 | $5,336-13.1% | $5,150-9.9% | $12,270-62.2% |