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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 | $155,534 | $111,787+39.1% | $93,681+66.0% | $145,978+6.5% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.4pp |
| Annual return | 8.09% | 203.52%-195.4pp | 133.47%-125.4pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,532 | $3,093-50.5% | $2,422-36.8% | $4,662-67.1% |
| Participant deferral / active EE | $2,756 | $4,918-43.9% | $4,415-37.6% | $6,690-58.8% |
| Admin fee / account holder | $2,325 | $10,256-77.3% | $8,290-72.0% | $13,400-82.7% |