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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 | $153,227 | $154,193-0.6% | $130,045+17.8% | $139,466+9.9% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.5%-19.4pp | 80.3%-21.2pp |
| Annual return | 27.31% | 32.51%-5.2pp | -137.30%+164.6pp | 373.66%-346.4pp |
| Employer contribution / active EE | $2,075 | $5,292-60.8% | $4,321-52.0% | $4,754-56.4% |
| Participant deferral / active EE | $4,656 | $6,709-30.6% | $5,820-20.0% | $6,712-30.6% |
| Admin fee / account holder | $3,999 | $13,989-71.4% | $10,600-62.3% | $11,409-64.9% |