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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 | $158,773 | $58,275+172.5% | $81,844+94.0% | $80,935+96.2% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 12.39% | 41.82%-29.4pp | 778.87%-766.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,825 | $2,346-22.2% | $2,916-37.4% | $2,757-33.8% |
| Participant deferral / active EE | $3,901 | $3,285+18.7% | $4,323-9.8% | $4,299-9.3% |
| Admin fee / account holder | $3,433 | $4,749-27.7% | $7,355-53.3% | $6,924-50.4% |