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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 | $152,148 | $118,877+28.0% | $96,570+57.6% | $167,536-9.2% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 15.95% | 50.50%-34.6pp | 37.79%-21.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,435 | $3,121-54.0% | $2,357-39.1% | $4,839-70.4% |
| Participant deferral / active EE | $3,299 | $4,617-28.6% | $3,849-14.3% | $6,342-48.0% |
| Admin fee / account holder | $2,775 | $8,069-65.6% | $6,182-55.1% | $12,315-77.5% |