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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 | $183,039 | $137,414+33.2% | $189,520-3.4% | $85,856+113.2% |
| Participation rate | 58.6% | 84.6%-26.0pp | 87.8%-29.2pp | 69.3%-10.7pp |
| Annual return | 29.19% | 38.14%-9.0pp | 555.25%-526.1pp | 318.58%-289.4pp |
| Employer contribution / active EE | $2,020 | $4,344-53.5% | $6,161-67.2% | $2,565-21.3% |
| Participant deferral / active EE | $4,831 | $6,260-22.8% | $8,220-41.2% | $3,952+22.2% |
| Admin fee / account holder | $55,335 | $8,630+541.2% | $12,046+359.4% | $6,261+783.9% |