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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 | $180,081 | $115,796+55.5% | $101,264+77.8% | $158,950+13.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 11.34% | 56.15%-44.8pp | 46.48%-35.1pp | 302.91%-291.6pp |
| Employer contribution / active EE | $1,058 | $4,175-74.7% | $3,660-71.1% | $4,762-77.8% |
| Participant deferral / active EE | $3,576 | $4,958-27.9% | $4,370-18.2% | $5,983-40.2% |
| Admin fee / account holder | $696 | $7,247-90.4% | $5,947-88.3% | $11,248-93.8% |