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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 | $179,010 | $115,810+54.6% | $101,271+76.8% | $158,966+12.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 23.99% | 56.15%-32.2pp | 46.48%-22.5pp | 302.95%-279.0pp |
| Employer contribution / active EE | $1,248 | $4,175-70.1% | $3,660-65.9% | $4,762-73.8% |
| Participant deferral / active EE | $5,000 | $4,958+0.8% | $4,371+14.4% | $5,983-16.4% |
| Admin fee / account holder | $23,333 | $7,248+221.9% | $5,948+292.3% | $11,250+107.4% |