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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 | $173,389 | $103,000+68.3% | $90,300+92.0% | $152,885+13.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 19.61% | 95.19%-75.6pp | 78.11%-58.5pp | 345.39%-325.8pp |
| Employer contribution / active EE | $2,719 | $3,138-13.4% | $2,854-4.7% | $4,763-42.9% |
| Participant deferral / active EE | $8,440 | $4,281+97.2% | $3,884+117.3% | $5,851+44.2% |
| Admin fee / account holder | $5,366 | $6,173-13.1% | $5,353+0.2% | $11,598-53.7% |