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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 | $109,908+51.4% | $97,161+71.3% | $145,978+14.0% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 11.73% | 243.80%-232.1pp | 75.36%-63.6pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,991 | $3,077-35.3% | $2,723-26.9% | $4,662-57.3% |
| Participant deferral / active EE | $11,129 | $4,679+137.9% | $4,265+160.9% | $6,690+66.4% |
| Admin fee / account holder | $1,270 | $6,213-79.6% | $5,647-77.5% | $13,400-90.5% |