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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 | $165,063 | $115,814+42.5% | $101,275+63.0% | $158,982+3.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.62% | 56.16%-42.5pp | 46.48%-32.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,769 | $4,176-57.6% | $3,660-51.7% | $4,763-62.8% |
| Participant deferral / active EE | $6,729 | $4,958+35.7% | $4,371+54.0% | $5,983+12.5% |
| Admin fee / account holder | $1,242 | $7,249-82.9% | $5,948-79.1% | $11,252-89.0% |