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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 | $153,126 | $118,877+28.8% | $96,570+58.6% | $167,536-8.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 20.41% | 50.50%-30.1pp | 37.79%-17.4pp | 478.82%-458.4pp |
| Employer contribution / active EE | $1,529 | $3,121-51.0% | $2,357-35.2% | $4,839-68.4% |
| Participant deferral / active EE | $7,597 | $4,617+64.6% | $3,849+97.4% | $6,342+19.8% |
| Admin fee / account holder | $1,155 | $8,069-85.7% | $6,182-81.3% | $12,315-90.6% |