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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 | $154,497 | $152,612+1.2% | $125,192+23.4% | $152,897+1.0% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 19.49% | 54.85%-35.4pp | 43.79%-24.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,410 | $4,947-71.5% | $3,866-63.5% | $4,764-70.4% |
| Participant deferral / active EE | $4,731 | $5,868-19.4% | $4,937-4.2% | $5,851-19.1% |
| Admin fee / account holder | $28,922 | $13,437+115.2% | $9,704+198.0% | $11,599+149.3% |