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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 | $173,146 | $132,099+31.1% | $115,599+49.8% | $138,895+24.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 15.61% | 176.76%-161.1pp | 111.10%-95.5pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,102 | $3,416-38.5% | $2,955-28.9% | $4,194-49.9% |
| Participant deferral / active EE | $7,515 | $5,617+33.8% | $4,889+53.7% | $6,396+17.5% |
| Admin fee / account holder | $1,885 | $15,650-88.0% | $12,841-85.3% | $12,562-85.0% |