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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 | $147,082 | $114,013+29.0% | $103,693+41.8% | $155,188-5.2% |
| Participation rate | 21.4% | 75.2%-53.8pp | 72.6%-51.2pp | 80.8%-59.4pp |
| Annual return | 13.79% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $4,475 | $3,131+42.9% | $2,920+53.2% | $4,248+5.3% |
| Participant deferral / active EE | $11,460 | $4,970+130.6% | $4,579+150.3% | $6,531+75.5% |
| Admin fee / account holder | $5,008 | $8,407-40.4% | $7,858-36.3% | $14,480-65.4% |