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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 | $168,587 | $115,796+45.6% | $101,264+66.5% | $158,950+6.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 23.86% | 56.15%-32.3pp | 46.48%-22.6pp | 302.91%-279.0pp |
| Employer contribution / active EE | $1,783 | $4,175-57.3% | $3,660-51.3% | $4,762-62.6% |
| Participant deferral / active EE | $6,357 | $4,958+28.2% | $4,370+45.5% | $5,983+6.3% |
| Admin fee / account holder | $1,068 | $7,247-85.3% | $5,947-82.0% | $11,248-90.5% |