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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 | $167,296 | $118,708+40.9% | $98,920+69.1% | $158,966+5.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 17.69% | 372.49%-354.8pp | 196.47%-178.8pp | 302.95%-285.3pp |
| Employer contribution / active EE | $2,286 | $3,334-31.4% | $2,689-15.0% | $4,762-52.0% |
| Participant deferral / active EE | $6,193 | $5,089+21.7% | $4,245+45.9% | $5,983+3.5% |
| Admin fee / account holder | $3,598 | $10,134-64.5% | $6,643-45.8% | $11,250-68.0% |