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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 | $186,179 | $70,366+164.6% | $66,674+179.2% | $138,895+34.0% |
| Participation rate | 61.5% | 76.2%-14.6pp | 73.7%-12.1pp | 79.9%-18.4pp |
| Annual return | 29.07% | 386.41%-357.3pp | 321.24%-292.2pp | 145.39%-116.3pp |
| Employer contribution / active EE | $1,163 | $2,765-57.9% | $2,620-55.6% | $4,194-72.3% |
| Participant deferral / active EE | $4,416 | $4,374+1.0% | $4,084+8.1% | $6,396-31.0% |
| Admin fee / account holder | $2,046 | $5,262-61.1% | $5,098-59.9% | $12,562-83.7% |