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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 | $154,047 | $63,346+143.2% | $92,240+67.0% | $70,126+119.7% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 13.74% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $912 | $2,471-63.1% | $3,680-75.2% | $2,343-61.1% |
| Participant deferral / active EE | $5,378 | $2,854+88.5% | $3,897+38.0% | $3,332+61.4% |
| Admin fee / account holder | $11,962 | $3,841+211.4% | $5,194+130.3% | $4,645+157.5% |