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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 | $167,747 | $111,878+49.9% | $93,727+79.0% | $145,897+15.0% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 15.24% | 204.28%-189.0pp | 133.83%-118.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $814 | $3,092-73.7% | $2,421-66.4% | $4,663-82.5% |
| Participant deferral / active EE | $2,698 | $4,920-45.2% | $4,417-38.9% | $6,689-59.7% |
| Admin fee / account holder | $818 | $10,256-92.0% | $8,292-90.1% | $13,390-93.9% |