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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 | $155,393 | $85,171+82.4% | $172,752-10.0% | $72,975+112.9% |
| Participation rate | 63.0% | 70.1%-7.1pp | 82.6%-19.7pp | 69.5%-6.5pp |
| Annual return | 24.76% | 27.32%-2.6pp | 802.97%-778.2pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,413 | $3,324-57.5% | $5,144-72.5% | $2,440-42.1% |
| Participant deferral / active EE | $5,165 | $3,260+58.4% | $5,198-0.6% | $3,608+43.2% |
| Admin fee / account holder | $1,407 | $5,880-76.1% | $13,955-89.9% | $5,124-72.5% |