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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 | $176,855 | $102,385+72.7% | $147,080+20.2% | $80,935+118.5% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.7%-29.2pp |
| Annual return | 20.05% | 135.09%-115.0pp | 420.17%-400.1pp | 35.66%-15.6pp |
| Employer contribution / active EE | $1,803 | $3,717-51.5% | $4,933-63.5% | $2,757-34.6% |
| Participant deferral / active EE | $3,953 | $6,651-40.6% | $8,066-51.0% | $4,299-8.1% |
| Admin fee / account holder | $3,120 | $7,951-60.8% | $12,989-76.0% | $6,924-54.9% |