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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 | $169,268 | $115,810+46.2% | $101,271+67.1% | $158,966+6.5% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 14.22% | 56.15%-41.9pp | 46.48%-32.3pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,354 | $4,175-67.6% | $3,660-63.0% | $4,762-71.6% |
| Participant deferral / active EE | $10,111 | $4,958+103.9% | $4,371+131.3% | $5,983+69.0% |
| Admin fee / account holder | $1,196 | $7,248-83.5% | $5,948-79.9% | $11,250-89.4% |