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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 | $152,696 | $102,595+48.8% | $94,057+62.3% | $154,746-1.3% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 15.78% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,050 | $3,147-66.6% | $2,933-64.2% | $4,379-76.0% |
| Participant deferral / active EE | $3,329 | $5,118-34.9% | $4,709-29.3% | $6,730-50.5% |
| Admin fee / account holder | $1,529 | $7,736-80.2% | $7,244-78.9% | $14,365-89.4% |