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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 | $152,130 | $126,519+20.2% | $106,201+43.2% | $145,959+4.2% |
| Participation rate | 63.6% | 77.7%-14.0pp | 75.3%-11.7pp | 80.3%-16.6pp |
| Annual return | 17.30% | 225.10%-207.8pp | 116.26%-99.0pp | 561.95%-544.6pp |
| Employer contribution / active EE | $1,978 | $3,726-46.9% | $3,170-37.6% | $4,661-57.6% |
| Participant deferral / active EE | $7,207 | $5,716+26.1% | $5,012+43.8% | $6,689+7.8% |
| Admin fee / account holder | $3,574 | $17,312-79.4% | $11,039-67.6% | $13,398-73.3% |