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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 | $186,179 | $72,071+158.3% | $68,368+172.3% | $137,256+35.6% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 29.07% | 353.14%-324.1pp | 292.57%-263.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,163 | $2,788-58.3% | $2,649-56.1% | $4,156-72.0% |
| Participant deferral / active EE | $4,416 | $4,410+0.1% | $4,123+7.1% | $6,407-31.1% |
| Admin fee / account holder | $2,046 | $5,336-61.7% | $5,150-60.3% | $12,270-83.3% |