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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 | $79,558 | $123,859-35.8% | $69,632+14.3% | $145,897-45.5% |
| Participation rate | 58.8% | 69.2%-10.4pp | 66.4%-7.6pp | 80.3%-21.5pp |
| Annual return | 14.44% | 192.49%-178.1pp | 101.32%-86.9pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,562 | $2,673-41.6% | $1,708-8.6% | $4,663-66.5% |
| Participant deferral / active EE | $1,156 | $4,242-72.8% | $2,889-60.0% | $6,689-82.7% |
| Admin fee / account holder | $10,628 | $7,817+36.0% | $4,695+126.3% | $13,390-20.6% |