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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 | $144,248 | $81,696+76.6% | $70,494+104.6% | $158,982-9.3% |
| Participation rate | 35.0% | 77.7%-42.7pp | 75.1%-40.1pp | 82.0%-47.0pp |
| Annual return | 11.58% | 208.70%-197.1pp | 109.16%-97.6pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,608 | $3,220-50.0% | $2,738-41.3% | $4,763-66.2% |
| Participant deferral / active EE | $5,457 | $4,558+19.7% | $3,711+47.1% | $5,983-8.8% |
| Admin fee / account holder | $12,809 | $6,200+106.6% | $3,848+232.9% | $11,252+13.8% |