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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 | $152,125 | $97,125+56.6% | $86,233+76.4% | $137,256+10.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 15.53% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,250 | $2,841+120.0% | $2,504+149.6% | $4,156+50.4% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,070 | $9,725-68.4% | $8,342-63.2% | $12,270-75.0% |