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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 | $158,665 | $97,125+63.4% | $86,233+84.0% | $137,256+15.6% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.0%-21.4pp | 80.0%-32.3pp |
| Annual return | 15.38% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,450 | $2,841-49.0% | $2,504-42.1% | $4,156-65.1% |
| Participant deferral / active EE | $3,270 | $5,180-36.9% | $4,559-28.3% | $6,407-49.0% |
| Admin fee / account holder | $16,003 | $9,725+64.6% | $8,342+91.8% | $12,270+30.4% |