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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 | $167,834 | $149,040+12.6% | $120,225+39.6% | $137,256+22.3% |
| Participation rate | 37.5% | 75.4%-37.9pp | 69.6%-32.1pp | 80.0%-42.5pp |
| Annual return | 12.72% | 605.68%-593.0pp | 439.23%-426.5pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,070 | $4,350-52.4% | $3,475-40.4% | $4,156-50.2% |
| Participant deferral / active EE | $6,881 | $4,655+47.8% | $3,999+72.1% | $6,407+7.4% |
| Admin fee / account holder | $976 | $6,348-84.6% | $5,696-82.9% | $12,270-92.0% |