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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 | $176,579 | $102,385+72.5% | $147,080+20.1% | $80,935+118.2% |
| Participation rate | 64.8% | 75.9%-11.1pp | 82.2%-17.4pp | 67.7%-2.9pp |
| Annual return | 15.92% | 135.09%-119.2pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $943 | $3,717-74.6% | $4,933-80.9% | $2,757-65.8% |
| Participant deferral / active EE | $5,418 | $6,651-18.5% | $8,066-32.8% | $4,299+26.0% |
| Admin fee / account holder | $5,465 | $7,951-31.3% | $12,989-57.9% | $6,924-21.1% |