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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 | $180,853 | $88,702+103.9% | $81,780+121.1% | $145,978+23.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 17.71% | 1029.12%-1011.4pp | 776.27%-758.6pp | 550.52%-532.8pp |
| Employer contribution / active EE | $1,704 | $3,084-44.8% | $2,914-41.5% | $4,662-63.5% |
| Participant deferral / active EE | $6,015 | $4,645+29.5% | $4,321+39.2% | $6,690-10.1% |
| Admin fee / account holder | $1,488 | $8,414-82.3% | $7,384-79.8% | $13,400-88.9% |