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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 | $159,107 | $134,817+18.0% | $123,973+28.3% | $155,188+2.5% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 16.92% | 515.49%-498.6pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,612 | $4,425-63.6% | $4,126-60.9% | $4,248-62.1% |
| Participant deferral / active EE | $4,514 | $5,706-20.9% | $5,247-14.0% | $6,531-30.9% |
| Admin fee / account holder | $1,378 | $13,245-89.6% | $11,799-88.3% | $14,480-90.5% |