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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 | $178,309 | $123,859+44.0% | $69,632+156.1% | $145,897+22.2% |
| Participation rate | 40.9% | 69.2%-28.3pp | 66.4%-25.5pp | 80.3%-39.4pp |
| Annual return | 14.24% | 192.49%-178.2pp | 101.32%-87.1pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,811 | $2,673-32.3% | $1,708+6.0% | $4,663-61.2% |
| Participant deferral / active EE | $4,243 | $4,2420% | $2,889+46.9% | $6,689-36.6% |
| Admin fee / account holder | $15,583 | $7,817+99.3% | $4,695+231.9% | $13,390+16.4% |