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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 | $171,705 | $111,830+53.5% | $93,696+83.3% | $145,884+17.7% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 20.44% | 204.08%-183.6pp | 133.74%-113.3pp | 551.85%-531.4pp |
| Employer contribution / active EE | $1,319 | $3,093-57.3% | $2,422-45.5% | $4,662-71.7% |
| Participant deferral / active EE | $2,612 | $4,920-46.9% | $4,417-40.9% | $6,690-61.0% |
| Admin fee / account holder | $1,804 | $10,249-82.4% | $8,287-78.2% | $13,392-86.5% |