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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 | $167,034 | $57,073+192.7% | $85,126+96.2% | $80,925+106.4% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 98.65% | 21.69%+77.0pp | 66.63%+32.0pp | 35.65%+63.0pp |
| Employer contribution / active EE | $1,464 | $1,801-18.7% | $2,731-46.4% | $2,756-46.9% |
| Participant deferral / active EE | $4,192 | $3,113+34.7% | $4,523-7.3% | $4,299-2.5% |
| Admin fee / account holder | $2,263 | $4,988-54.6% | $6,160-63.3% | $6,940-67.4% |