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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 | $171,828 | $132,634+29.6% | $115,768+48.4% | $137,256+25.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 12.36% | 160.70%-148.3pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $860 | $3,360-74.4% | $2,940-70.8% | $4,156-79.3% |
| Participant deferral / active EE | $2,490 | $5,619-55.7% | $4,917-49.4% | $6,407-61.1% |
| Admin fee / account holder | $23,577 | $15,028+56.9% | $12,439+89.5% | $12,270+92.1% |