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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 | $180,365 | $111,787+61.3% | $93,681+92.5% | $145,978+23.6% |
| Participation rate | 27.8% | 74.2%-46.5pp | 68.7%-41.0pp | 80.3%-52.5pp |
| Annual return | 14.61% | 203.52%-188.9pp | 133.47%-118.9pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,312 | $3,093-57.6% | $2,422-45.8% | $4,662-71.9% |
| Participant deferral / active EE | $6,340 | $4,918+28.9% | $4,415+43.6% | $6,690-5.2% |
| Admin fee / account holder | $28,480 | $10,256+177.7% | $8,290+243.5% | $13,400+112.5% |