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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 | $159,252 | $149,040+6.9% | $120,225+32.5% | $137,256+16.0% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 28.31% | 605.68%-577.4pp | 439.23%-410.9pp | 220.34%-192.0pp |
| Employer contribution / active EE | $1,142 | $4,350-73.8% | $3,475-67.2% | $4,156-72.5% |
| Participant deferral / active EE | $2,647 | $4,655-43.1% | $3,999-33.8% | $6,407-58.7% |
| Admin fee / account holder | $12,613 | $6,348+98.7% | $5,696+121.4% | $12,270+2.8% |