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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 | $155,869 | $125,190+24.5% | $105,624+47.6% | $145,897+6.8% |
| Participation rate | 45.8% | 77.6%-31.8pp | 75.3%-29.4pp | 80.3%-34.5pp |
| Annual return | 11.08% | 225.22%-214.1pp | 116.20%-105.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,157 | $3,720-68.9% | $3,168-63.5% | $4,663-75.2% |
| Participant deferral / active EE | $3,261 | $5,716-43.0% | $5,013-34.9% | $6,689-51.3% |
| Admin fee / account holder | $7,048 | $17,138-58.9% | $10,961-35.7% | $13,390-47.4% |