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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 | $184,363 | $107,944+70.8% | $91,994+100.4% | $152,885+20.6% |
| Participation rate | 52.6% | 81.2%-28.6pp | 78.6%-26.0pp | 82.5%-29.8pp |
| Annual return | 18.30% | 89.26%-71.0pp | 69.03%-50.7pp | 345.39%-327.1pp |
| Employer contribution / active EE | $2,410 | $4,210-42.8% | $3,452-30.2% | $4,763-49.4% |
| Participant deferral / active EE | $4,216 | $6,365-33.8% | $5,923-28.8% | $5,851-27.9% |
| Admin fee / account holder | $948 | $10,521-91.0% | $7,743-87.8% | $11,598-91.8% |