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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 | $159,391 | $129,737+22.9% | $119,126+33.8% | $154,746+3.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.01% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,206 | $4,375-72.4% | $4,034-70.1% | $4,379-72.5% |
| Participant deferral / active EE | $5,981 | $5,842+2.4% | $5,318+12.5% | $6,730-11.1% |
| Admin fee / account holder | $5,512 | $11,961-53.9% | $10,693-48.5% | $14,365-61.6% |