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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 | $99,053+53.6% | $88,179+72.5% | $138,895+9.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 15.53% | 78.17%-62.6pp | 64.97%-49.4pp | 145.39%-129.9pp |
| Employer contribution / active EE | $6,250 | $2,882+116.9% | $2,549+145.2% | $4,194+49.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,070 | $8,748-64.9% | $7,673-60.0% | $12,562-75.6% |