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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 | $151,085 | $100,262+50.7% | $81,370+85.7% | $145,897+3.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 8.19% | 34.52%-26.3pp | 24.85%-16.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,040 | $2,979-65.1% | $2,464-57.8% | $4,663-77.7% |
| Participant deferral / active EE | $15,138 | $4,612+228.2% | $3,885+289.6% | $6,689+126.3% |
| Admin fee / account holder | $8,110 | $8,163-0.6% | $5,749+41.1% | $13,390-39.4% |