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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 | $161,770 | $111,814+44.7% | $93,654+72.7% | $145,959+10.8% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 18.64% | 203.30%-184.7pp | 133.34%-114.7pp | 561.95%-543.3pp |
| Employer contribution / active EE | $1,013 | $3,092-67.2% | $2,421-58.1% | $4,661-78.3% |
| Participant deferral / active EE | $5,811 | $4,914+18.2% | $4,413+31.7% | $6,689-13.1% |
| Admin fee / account holder | $1,537 | $10,246-85.0% | $8,282-81.4% | $13,398-88.5% |