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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 | $171,455 | $111,830+53.3% | $93,696+83.0% | $145,884+17.5% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 16.32% | 204.08%-187.8pp | 133.74%-117.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $876 | $3,093-71.7% | $2,422-63.8% | $4,662-81.2% |
| Participant deferral / active EE | $1,241 | $4,920-74.8% | $4,417-71.9% | $6,690-81.4% |
| Admin fee / account holder | $3,706 | $10,249-63.8% | $8,287-55.3% | $13,392-72.3% |