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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 | $175,198 | $102,595+70.8% | $94,057+86.3% | $154,746+13.2% |
| Participation rate | 41.7% | 76.0%-34.3pp | 73.3%-31.7pp | 80.7%-39.0pp |
| Annual return | 13.68% | 583.42%-569.7pp | 480.62%-466.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,117 | $3,147-64.5% | $2,933-61.9% | $4,379-74.5% |
| Participant deferral / active EE | $1,311 | $5,118-74.4% | $4,709-72.2% | $6,730-80.5% |
| Admin fee / account holder | $2,041 | $7,736-73.6% | $7,244-71.8% | $14,365-85.8% |