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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 | $152,998 | $103,038+48.5% | $90,324+69.4% | $152,909+0.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 21.01% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $499 | $3,141-84.1% | $2,856-82.5% | $4,764-89.5% |
| Participant deferral / active EE | $4,258 | $4,282-0.6% | $3,885+9.6% | $5,851-27.2% |
| Admin fee / account holder | $1,167 | $6,177-81.1% | $5,356-78.2% | $11,601-89.9% |