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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 | $148,825 | $102,632+45.0% | $81,988+81.5% | $158,950-6.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 14.94% | 61.05%-46.1pp | 41.31%-26.4pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,045 | $3,241-36.9% | $2,498-18.1% | $4,762-57.0% |
| Participant deferral / active EE | $5,264 | $4,649+13.2% | $3,722+41.4% | $5,983-12.0% |
| Admin fee / account holder | $40,227 | $8,237+388.4% | $5,665+610.1% | $11,248+257.6% |