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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 | $100,139+60.7% | $85,187+89.0% | $145,884+10.3% |
| Participation rate | 47.4% | 74.1%-26.7pp | 67.5%-20.2pp | 80.3%-32.9pp |
| Annual return | 13.82% | 84.15%-70.3pp | 66.67%-52.8pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,705 | $3,238-47.3% | $2,732-37.6% | $4,662-63.4% |
| Participant deferral / active EE | $5,233 | $5,296-1.2% | $4,525+15.6% | $6,690-21.8% |
| Admin fee / account holder | $979 | $7,262-86.5% | $6,162-84.1% | $13,392-92.7% |