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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 | $128,022 | $98,776+29.6% | $149,745-14.5% | $79,856+60.3% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.5%-18.6pp | 69.6%-5.8pp |
| Annual return | 242.65% | 27.38%+215.3pp | 276.72%-34.1pp | 31.71%+210.9pp |
| Employer contribution / active EE | $1,778 | $3,217-44.7% | $4,646-61.7% | $2,471-28.1% |
| Participant deferral / active EE | $5,265 | $5,681-7.3% | $6,843-23.1% | $3,741+40.7% |
| Admin fee / account holder | $3,447 | $6,053-43.1% | $9,312-63.0% | $5,306-35.0% |