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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 | $169,750 | $110,093+54.2% | $97,295+74.5% | $145,897+16.3% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 19.91% | 244.76%-224.9pp | 75.62%-55.7pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,183 | $3,077-61.6% | $2,723-56.6% | $4,663-74.6% |
| Participant deferral / active EE | $3,497 | $4,678-25.3% | $4,264-18.0% | $6,689-47.7% |
| Admin fee / account holder | $1,009 | $6,212-83.8% | $5,646-82.1% | $13,390-92.5% |