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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 | $154,788 | $111,878+38.4% | $93,727+65.1% | $145,897+6.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 28.92% | 204.28%-175.4pp | 133.83%-104.9pp | 552.29%-523.4pp |
| Employer contribution / active EE | $1,403 | $3,092-54.6% | $2,421-42.1% | $4,663-69.9% |
| Participant deferral / active EE | $5,232 | $4,920+6.3% | $4,417+18.5% | $6,689-21.8% |
| Admin fee / account holder | $700 | $10,256-93.2% | $8,292-91.6% | $13,390-94.8% |