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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 | $176,072 | $96,678+82.1% | $86,640+103.2% | $139,466+26.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.01% | 106.69%-94.7pp | 592.52%-580.5pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,508 | $3,265-53.8% | $3,024-50.2% | $4,754-68.3% |
| Participant deferral / active EE | $11,642 | $4,837+140.7% | $4,438+162.3% | $6,712+73.4% |
| Admin fee / account holder | $1,253 | $6,410-80.5% | $5,616-77.7% | $11,409-89.0% |