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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 | $183,211 | $132,634+38.1% | $115,768+58.3% | $137,256+33.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 19.71% | 160.70%-141.0pp | 100.46%-80.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $769 | $3,360-77.1% | $2,940-73.9% | $4,156-81.5% |
| Participant deferral / active EE | $2,152 | $5,619-61.7% | $4,917-56.2% | $6,407-66.4% |
| Admin fee / account holder | $2,958 | $15,028-80.3% | $12,439-76.2% | $12,270-75.9% |