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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 | $157,816 | $110,551+42.8% | $80,741+95.5% | $167,536-5.8% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 15.96% | 120.57%-104.6pp | 87.30%-71.3pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,463 | $1,543+59.7% | $1,160+112.3% | $4,839-49.1% |
| Participant deferral / active EE | $4,976 | $2,870+73.4% | $2,145+131.9% | $6,342-21.5% |
| Admin fee / account holder | $529 | $4,547-88.4% | $3,380-84.4% | $12,315-95.7% |