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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 | $178,931 | $134,817+32.7% | $123,973+44.3% | $155,188+15.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 9.70% | 515.49%-505.8pp | 388.13%-378.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,114 | $4,425-74.8% | $4,126-73.0% | $4,248-73.8% |
| Participant deferral / active EE | $1,857 | $5,706-67.5% | $5,247-64.6% | $6,531-71.6% |
| Admin fee / account holder | $951 | $13,245-92.8% | $11,799-91.9% | $14,480-93.4% |