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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 | $182,669 | $111,830+63.3% | $93,696+95.0% | $145,884+25.2% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.8pp |
| Annual return | 13.07% | 204.08%-191.0pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,035 | $3,093-66.5% | $2,422-57.3% | $4,662-77.8% |
| Participant deferral / active EE | $3,932 | $4,920-20.1% | $4,417-11.0% | $6,690-41.2% |
| Admin fee / account holder | $3,153 | $10,249-69.2% | $8,287-62.0% | $13,392-76.5% |