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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 | $148,791 | $91,537+62.5% | $130,045+14.4% | $75,173+97.9% |
| Participation rate | 61.3% | 71.5%-10.2pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | 16.05% | -631.55%+647.6pp | -137.30%+153.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $2,019 | $2,845-29.0% | $4,321-53.3% | $2,671-24.4% |
| Participant deferral / active EE | $6,210 | $4,343+43.0% | $5,820+6.7% | $4,126+50.5% |
| Admin fee / account holder | $2,637 | $6,780-61.1% | $10,600-75.1% | $5,651-53.3% |