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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 | $170,950 | $106,905+59.9% | $84,020+103.5% | $152,885+11.8% |
| Participation rate | 61.1% | 75.2%-14.1pp | 69.0%-7.9pp | 82.5%-21.3pp |
| Annual return | 16.14% | 105.00%-88.9pp | 71.31%-55.2pp | 345.39%-329.3pp |
| Employer contribution / active EE | $1,419 | $2,735-48.1% | $1,984-28.5% | $4,763-70.2% |
| Participant deferral / active EE | $2,844 | $4,012-29.1% | $3,239-12.2% | $5,851-51.4% |
| Admin fee / account holder | $1,407 | $8,287-83.0% | $6,101-76.9% | $11,598-87.9% |