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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 | $157,980 | $107,941+46.4% | $91,994+71.7% | $152,909+3.3% |
| Participation rate | 45.8% | 81.2%-35.4pp | 78.6%-32.8pp | 82.5%-36.6pp |
| Annual return | 16.99% | 89.28%-72.3pp | 69.04%-52.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,309 | $4,212-68.9% | $3,453-62.1% | $4,764-72.5% |
| Participant deferral / active EE | $3,728 | $6,366-41.4% | $5,924-37.1% | $5,851-36.3% |
| Admin fee / account holder | $23,898 | $10,521+127.1% | $7,744+208.6% | $11,601+106.0% |