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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 | $171,811 | $105,160+63.4% | $94,679+81.5% | $139,456+23.2% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 15.49% | 38.04%-22.6pp | 156.75%-141.3pp | 373.45%-358.0pp |
| Employer contribution / active EE | $3,007 | $4,107-26.8% | $3,673-18.1% | $4,753-36.7% |
| Participant deferral / active EE | $6,018 | $7,599-20.8% | $7,417-18.9% | $6,711-10.3% |
| Admin fee / account holder | $15,114 | $8,988+68.2% | $7,233+109.0% | $11,407+32.5% |