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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 | $169,227 | $111,878+51.3% | $93,727+80.6% | $145,897+16.0% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 12.58% | 204.28%-191.7pp | 133.83%-121.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $913 | $3,092-70.5% | $2,421-62.3% | $4,663-80.4% |
| Participant deferral / active EE | $2,227 | $4,920-54.7% | $4,417-49.6% | $6,689-66.7% |
| Admin fee / account holder | $1,174 | $10,256-88.6% | $8,292-85.8% | $13,390-91.2% |