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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 | $155,089 | $63,346+144.8% | $92,240+68.1% | $70,126+121.2% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 16.77% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,825 | $2,471+14.3% | $3,680-23.2% | $2,343+20.6% |
| Participant deferral / active EE | $2,749 | $2,854-3.7% | $3,897-29.5% | $3,332-17.5% |
| Admin fee / account holder | $2,414 | $3,841-37.2% | $5,194-53.5% | $4,645-48.0% |