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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 | $157,164 | $208,088-24.5% | $186,193-15.6% | $154,746+1.6% |
| Participation rate | 58.3% | 80.0%-21.7pp | 77.1%-18.8pp | 80.7%-22.4pp |
| Annual return | 14.76% | 89.97%-75.2pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,023 | $4,340-53.4% | $3,918-48.4% | $4,379-53.8% |
| Participant deferral / active EE | $4,192 | $7,078-40.8% | $6,513-35.6% | $6,730-37.7% |
| Admin fee / account holder | $4,187 | $11,698-64.2% | $11,058-62.1% | $14,365-70.9% |