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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 | $166,975 | $111,535+49.7% | $105,223+58.7% | $137,256+21.7% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 15.79% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,159 | $3,939-70.6% | $3,689-68.6% | $4,156-72.1% |
| Participant deferral / active EE | $2,698 | $5,500-50.9% | $5,072-46.8% | $6,407-57.9% |
| Admin fee / account holder | $5,069 | $9,721-47.9% | $8,859-42.8% | $12,270-58.7% |