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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 | $175,690 | $99,921+75.8% | $85,009+106.7% | $145,959+20.4% |
| Participation rate | 47.6% | 74.1%-26.5pp | 67.5%-19.9pp | 80.3%-32.7pp |
| Annual return | 9.51% | 83.89%-74.4pp | 66.47%-57.0pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,659 | $3,233-48.7% | $2,728-39.2% | $4,661-64.4% |
| Participant deferral / active EE | $3,425 | $5,293-35.3% | $4,522-24.3% | $6,689-48.8% |
| Admin fee / account holder | $6,366 | $7,252-12.2% | $6,153+3.5% | $13,398-52.5% |