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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 | $170,327 | $115,814+47.1% | $101,275+68.2% | $158,982+7.1% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 13.95% | 56.16%-42.2pp | 46.48%-32.5pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,708 | $4,176-59.1% | $3,660-53.3% | $4,763-64.1% |
| Participant deferral / active EE | $5,333 | $4,958+7.6% | $4,371+22.0% | $5,983-10.9% |
| Admin fee / account holder | $30,003 | $7,249+313.9% | $5,948+404.4% | $11,252+166.7% |