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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 | $171,649 | $99,652+72.2% | $78,778+117.9% | $147,586+16.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 17.73% | 47.28%-29.6pp | 35.62%-17.9pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,769 | $2,796-36.7% | $1,986-10.9% | $4,876-63.7% |
| Participant deferral / active EE | $7,693 | $3,664+110.0% | $2,958+160.0% | $5,439+41.4% |
| Admin fee / account holder | $1,439 | $7,155-79.9% | $5,134-72.0% | $10,886-86.8% |