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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 | $176,119 | $108,942+61.7% | $100,415+75.4% | $145,897+20.7% |
| Participation rate | 53.8% | 83.0%-29.1pp | 81.5%-27.7pp | 80.3%-26.5pp |
| Annual return | 18.84% | 58.27%-39.4pp | 49.47%-30.6pp | 552.29%-533.5pp |
| Employer contribution / active EE | $789 | $4,422-82.2% | $3,943-80.0% | $4,663-83.1% |
| Participant deferral / active EE | $4,150 | $8,461-51.0% | $8,091-48.7% | $6,689-38.0% |
| Admin fee / account holder | $4,152 | $9,702-57.2% | $7,906-47.5% | $13,390-69.0% |