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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 | $149,682 | $72,071+107.7% | $68,368+118.9% | $137,256+9.1% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 16.79% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,043 | $2,788+9.1% | $2,649+14.9% | $4,156-26.8% |
| Participant deferral / active EE | $7,177 | $4,410+62.7% | $4,123+74.1% | $6,407+12.0% |
| Admin fee / account holder | $895 | $5,336-83.2% | $5,150-82.6% | $12,270-92.7% |