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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 | $154,245 | $118,869+29.8% | $96,575+59.7% | $167,518-7.9% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 15.61% | 50.49%-34.9pp | 37.79%-22.2pp | 478.71%-463.1pp |
| Employer contribution / active EE | $523 | $3,120-83.2% | $2,357-77.8% | $4,838-89.2% |
| Participant deferral / active EE | $1,985 | $4,616-57.0% | $3,849-48.4% | $6,342-68.7% |
| Admin fee / account holder | $12,523 | $8,067+55.2% | $6,182+102.6% | $12,312+1.7% |