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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 | $185,652 | $111,787+66.1% | $93,681+98.2% | $145,978+27.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.96% | 203.52%-194.6pp | 133.47%-124.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,127 | $3,093-63.6% | $2,422-53.5% | $4,662-75.8% |
| Participant deferral / active EE | $3,447 | $4,918-29.9% | $4,415-21.9% | $6,690-48.5% |
| Admin fee / account holder | $3,107 | $10,256-69.7% | $8,290-62.5% | $13,400-76.8% |