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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 | $165,962 | $132,634+25.1% | $115,768+43.4% | $137,256+20.9% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.4%-15.3pp | 80.0%-20.9pp |
| Annual return | 14.40% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,240 | $3,360-33.3% | $2,940-23.8% | $4,156-46.1% |
| Participant deferral / active EE | $6,043 | $5,619+7.5% | $4,917+22.9% | $6,407-5.7% |
| Admin fee / account holder | $9,109 | $15,028-39.4% | $12,439-26.8% | $12,270-25.8% |