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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 | $173,446 | $103,008+68.4% | $90,304+92.1% | $152,897+13.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 19.99% | 95.22%-75.2pp | 78.13%-58.1pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,976 | $3,139-37.1% | $2,855-30.8% | $4,764-58.5% |
| Participant deferral / active EE | $7,280 | $4,281+70.0% | $3,885+87.4% | $5,851+24.4% |
| Admin fee / account holder | $5,784 | $6,175-6.3% | $5,354+8.0% | $11,599-50.1% |