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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 | $160,966 | $100,203+60.6% | $85,240+88.8% | $145,897+10.3% |
| Participation rate | 47.4% | 74.1%-26.7pp | 67.5%-20.2pp | 80.3%-32.9pp |
| Annual return | 13.82% | 84.28%-70.5pp | 66.75%-52.9pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,705 | $3,242-47.4% | $2,735-37.7% | $4,663-63.4% |
| Participant deferral / active EE | $5,233 | $5,299-1.2% | $4,527+15.6% | $6,689-21.8% |
| Admin fee / account holder | $979 | $7,265-86.5% | $6,165-84.1% | $13,390-92.7% |