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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 | $172,620 | $110,039+56.9% | $97,260+77.5% | $145,884+18.3% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.3pp | 80.3%-22.0pp |
| Annual return | 13.61% | 244.44%-230.8pp | 75.54%-61.9pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,407 | $3,074-54.2% | $2,721-48.3% | $4,662-69.8% |
| Participant deferral / active EE | $2,748 | $4,674-41.2% | $4,262-35.5% | $6,690-58.9% |
| Admin fee / account holder | $14,457 | $6,204+133.0% | $5,640+156.3% | $13,392+8.0% |