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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 | $151,280 | $152,619-0.9% | $125,195+20.8% | $152,909-1.1% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 29.98% | 54.85%-24.9pp | 43.79%-13.8pp | 345.46%-315.5pp |
| Employer contribution / active EE | $2,650 | $4,947-46.4% | $3,866-31.5% | $4,764-44.4% |
| Participant deferral / active EE | $4,340 | $5,869-26.0% | $4,937-12.1% | $5,851-25.8% |
| Admin fee / account holder | $624 | $13,437-95.4% | $9,704-93.6% | $11,601-94.6% |