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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 | $143,410 | $103,038+39.2% | $90,324+58.8% | $152,909-6.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 29.12% | 95.25%-66.1pp | 78.15%-49.0pp | 345.46%-316.3pp |
| Employer contribution / active EE | $1,902 | $3,141-39.5% | $2,856-33.4% | $4,764-60.1% |
| Participant deferral / active EE | $2,899 | $4,282-32.3% | $3,885-25.4% | $5,851-50.5% |
| Admin fee / account holder | $1,219 | $6,177-80.3% | $5,356-77.2% | $11,601-89.5% |