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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 | $150,715 | $118,869+26.8% | $96,575+56.1% | $167,518-10.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 13.52% | 50.49%-37.0pp | 37.79%-24.3pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,838 | $3,120-41.1% | $2,357-22.0% | $4,838-62.0% |
| Participant deferral / active EE | $4,404 | $4,616-4.6% | $3,849+14.4% | $6,342-30.6% |
| Admin fee / account holder | $760 | $8,067-90.6% | $6,182-87.7% | $12,312-93.8% |