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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 | $147,870 | $125,184+18.1% | $105,607+40.0% | $145,884+1.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.99% | 225.00%-208.0pp | 116.11%-99.1pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,077 | $3,720-71.0% | $3,167-66.0% | $4,662-76.9% |
| Participant deferral / active EE | $2,872 | $5,714-49.7% | $5,011-42.7% | $6,690-57.1% |
| Admin fee / account holder | $7,146 | $17,133-58.3% | $10,958-34.8% | $13,392-46.6% |