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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 | $181,135 | $123,859+46.2% | $69,632+160.1% | $145,897+24.2% |
| Participation rate | 63.2% | 69.2%-6.1pp | 66.4%-3.3pp | 80.3%-17.1pp |
| Annual return | 14.10% | 192.49%-178.4pp | 101.32%-87.2pp | 552.29%-538.2pp |
| Employer contribution / active EE | $650 | $2,673-75.7% | $1,708-62.0% | $4,663-86.1% |
| Participant deferral / active EE | $6,949 | $4,242+63.8% | $2,889+140.5% | $6,689+3.9% |
| Admin fee / account holder | $32,359 | $7,817+313.9% | $4,695+589.2% | $13,390+141.7% |