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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 | $174,601 | $107,809+62.0% | $97,032+79.9% | $155,188+12.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 207.65% | 38.06%+169.6pp | 35.38%+172.3pp | 148.84%+58.8pp |
| Employer contribution / active EE | $1,569 | $2,911-46.1% | $2,629-40.3% | $4,248-63.1% |
| Participant deferral / active EE | $5,133 | $5,129+0.1% | $4,672+9.9% | $6,531-21.4% |
| Admin fee / account holder | $74,986 | $10,717+599.7% | $9,418+696.2% | $14,480+417.9% |