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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 | $170,972 | $78,423+118.0% | $95,964+78.2% | $79,856+114.1% |
| Participation rate | 63.8% | 73.5%-9.7pp | 77.1%-13.3pp | 69.6%-5.8pp |
| Annual return | 151.06% | 19.37%+131.7pp | 91.64%+59.4pp | 31.71%+119.4pp |
| Employer contribution / active EE | $1,677 | $1,945-13.8% | $2,541-34.0% | $2,471-32.1% |
| Participant deferral / active EE | $2,881 | $3,440-16.3% | $4,167-30.9% | $3,741-23.0% |
| Admin fee / account holder | $9,283 | $5,622+65.1% | $6,797+36.6% | $5,306+74.9% |