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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 | $154,519 | $102,382+50.9% | $147,005+5.1% | $80,874+91.1% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 19.16% | 134.89%-115.7pp | 418.76%-399.6pp | 35.62%-16.5pp |
| Employer contribution / active EE | $2,523 | $3,715-32.1% | $4,934-48.9% | $2,756-8.4% |
| Participant deferral / active EE | $5,476 | $6,646-17.6% | $8,070-32.1% | $4,297+27.4% |
| Admin fee / account holder | $645 | $7,942-91.9% | $13,006-95.0% | $6,935-90.7% |