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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 | $183,676 | $125,190+46.7% | $105,624+73.9% | $145,897+25.9% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.19% | 225.22%-215.0pp | 116.20%-106.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,575 | $3,720-57.7% | $3,168-50.3% | $4,663-66.2% |
| Participant deferral / active EE | $2,797 | $5,716-51.1% | $5,013-44.2% | $6,689-58.2% |
| Admin fee / account holder | $13,707 | $17,138-20.0% | $10,961+25.0% | $13,390+2.4% |