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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 | $144,206 | $100,203+43.9% | $85,240+69.2% | $145,897-1.2% |
| Participation rate | 43.5% | 74.1%-30.6pp | 67.5%-24.1pp | 80.3%-36.8pp |
| Annual return | 23.25% | 84.28%-61.0pp | 66.75%-43.5pp | 552.29%-529.0pp |
| Employer contribution / active EE | $1,303 | $3,242-59.8% | $2,735-52.3% | $4,663-72.0% |
| Participant deferral / active EE | $2,185 | $5,299-58.8% | $4,527-51.7% | $6,689-67.3% |
| Admin fee / account holder | $2,397 | $7,265-67.0% | $6,165-61.1% | $13,390-82.1% |