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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 | $187,372 | $99,921+87.5% | $85,009+120.4% | $145,959+28.4% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 10.68% | 83.89%-73.2pp | 66.47%-55.8pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,577 | $3,233-51.2% | $2,728-42.2% | $4,661-66.2% |
| Participant deferral / active EE | $6,110 | $5,293+15.4% | $4,522+35.1% | $6,689-8.6% |
| Admin fee / account holder | $7,047 | $7,252-2.8% | $6,153+14.5% | $13,398-47.4% |