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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 | $179,778 | $109,411+64.3% | $89,435+101.0% | $158,982+13.1% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | 31.91% | 345.68%-313.8pp | 245.55%-213.6pp | 302.99%-271.1pp |
| Employer contribution / active EE | $833 | $3,173-73.7% | $2,587-67.8% | $4,763-82.5% |
| Participant deferral / active EE | $4,887 | $4,600+6.3% | $3,890+25.6% | $5,983-18.3% |
| Admin fee / account holder | $3,069 | $6,159-50.2% | $4,884-37.2% | $11,252-72.7% |