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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 | $153,094 | $107,368+42.6% | $92,915+64.8% | $152,909+0.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 24.37% | 145.64%-121.3pp | 109.45%-85.1pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,610 | $4,222-61.9% | $3,653-55.9% | $4,764-66.2% |
| Participant deferral / active EE | $5,185 | $4,848+7.0% | $4,238+22.3% | $5,851-11.4% |
| Admin fee / account holder | $758 | $7,082-89.3% | $5,796-86.9% | $11,601-93.5% |