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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 | $161,088 | $149,040+8.1% | $120,225+34.0% | $137,256+17.4% |
| Participation rate | 54.2% | 75.4%-21.3pp | 69.6%-15.4pp | 80.0%-25.8pp |
| Annual return | 17.38% | 605.68%-588.3pp | 439.23%-421.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,515 | $4,350-19.2% | $3,475+1.1% | $4,156-15.4% |
| Participant deferral / active EE | $5,495 | $4,655+18.1% | $3,999+37.4% | $6,407-14.2% |
| Admin fee / account holder | $4,706 | $6,348-25.9% | $5,696-17.4% | $12,270-61.6% |