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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 | $183,178 | $144,130+27.1% | $117,861+55.4% | $147,586+24.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 21.41% | 531.20%-509.8pp | 335.11%-313.7pp | 578.59%-557.2pp |
| Employer contribution / active EE | $2,129 | $4,897-56.5% | $3,786-43.8% | $4,876-56.3% |
| Participant deferral / active EE | $5,320 | $5,316+0.1% | $4,482+18.7% | $5,439-2.2% |
| Admin fee / account holder | $2,162 | $10,887-80.1% | $8,021-73.0% | $10,886-80.1% |