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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 | $166,436 | $109,904+51.4% | $97,167+71.3% | $145,959+14.0% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 11.73% | 243.43%-231.7pp | 75.27%-63.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,991 | $3,084-35.5% | $2,729-27.1% | $4,661-57.3% |
| Participant deferral / active EE | $11,129 | $4,676+138.0% | $4,264+161.0% | $6,689+66.4% |
| Admin fee / account holder | $1,270 | $6,216-79.6% | $5,650-77.5% | $13,398-90.5% |