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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 | $161,544 | $176,402-8.4% | $134,162+20.4% | $158,966+1.6% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 10.05% | 63.66%-53.6pp | 36.35%-26.3pp | 302.95%-292.9pp |
| Employer contribution / active EE | $1,955 | $5,042-61.2% | $3,705-47.2% | $4,762-58.9% |
| Participant deferral / active EE | $7,837 | $4,093+91.5% | $3,500+123.9% | $5,983+31.0% |
| Admin fee / account holder | $5,947 | $8,719-31.8% | $6,685-11.1% | $11,250-47.1% |