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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 | $166,078 | $102,429+62.1% | $147,096+12.9% | $80,925+105.2% |
| Participation rate | 69.4% | 75.9%-6.4pp | 82.2%-12.7pp | 67.7%+1.8pp |
| Annual return | 19.04% | 135.02%-116.0pp | 419.75%-400.7pp | 35.65%-16.6pp |
| Employer contribution / active EE | $1,295 | $3,716-65.2% | $4,936-73.8% | $2,756-53.0% |
| Participant deferral / active EE | $3,327 | $6,649-50.0% | $8,071-58.8% | $4,299-22.6% |
| Admin fee / account holder | $3,752 | $7,957-52.8% | $13,005-71.1% | $6,940-45.9% |