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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 | $173,858 | $115,810+50.1% | $101,271+71.7% | $158,966+9.4% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 16.67% | 56.15%-39.5pp | 46.48%-29.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $1,761 | $4,175-57.8% | $3,660-51.9% | $4,762-63.0% |
| Participant deferral / active EE | $2,998 | $4,958-39.5% | $4,371-31.4% | $5,983-49.9% |
| Admin fee / account holder | $10,822 | $7,248+49.3% | $5,948+82.0% | $11,250-3.8% |