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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 | $151,149 | $103,038+46.7% | $90,324+67.3% | $152,909-1.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 22.39% | 95.25%-72.9pp | 78.15%-55.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,469 | $3,141-53.2% | $2,856-48.6% | $4,764-69.2% |
| Participant deferral / active EE | $9,881 | $4,282+130.8% | $3,885+154.3% | $5,851+68.9% |
| Admin fee / account holder | $1,784 | $6,177-71.1% | $5,356-66.7% | $11,601-84.6% |