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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 | $163,965 | $63,346+158.8% | $92,239+77.8% | $70,124+133.8% |
| Participation rate | 19.2% | 68.7%-49.4pp | 76.5%-57.3pp | 69.5%-50.3pp |
| Annual return | 20.82% | 530.19%-509.4pp | 176.29%-155.5pp | 73.14%-52.3pp |
| Employer contribution / active EE | $776 | $2,471-68.6% | $3,680-78.9% | $2,342-66.9% |
| Participant deferral / active EE | $2,188 | $2,854-23.3% | $3,897-43.9% | $3,332-34.3% |
| Admin fee / account holder | $3,732 | $3,841-2.8% | $5,194-28.2% | $4,645-19.7% |