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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 | $167,741 | $103,000+62.9% | $90,300+85.8% | $152,885+9.7% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 17.77% | 95.19%-77.4pp | 78.11%-60.3pp | 345.39%-327.6pp |
| Employer contribution / active EE | $2,109 | $3,138-32.8% | $2,854-26.1% | $4,763-55.7% |
| Participant deferral / active EE | $5,811 | $4,281+35.7% | $3,884+49.6% | $5,851-0.7% |
| Admin fee / account holder | $1,920 | $6,173-68.9% | $5,353-64.1% | $11,598-83.4% |