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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 | $152,155 | $110,410+37.8% | $102,437+48.5% | $145,897+4.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 18.36% | 24.85%-6.5pp | 24.95%-6.6pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,431 | $4,217-42.4% | $3,871-37.2% | $4,663-47.9% |
| Participant deferral / active EE | $6,483 | $5,622+15.3% | $5,060+28.1% | $6,689-3.1% |
| Admin fee / account holder | $23,343 | $9,745+139.5% | $8,388+178.3% | $13,390+74.3% |