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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 | $102,422+50.9% | $147,117+5.0% | $80,959+90.9% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 19.16% | 135.16%-116.0pp | 420.54%-401.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $2,523 | $3,717-32.1% | $4,932-48.8% | $2,757-8.5% |
| Participant deferral / active EE | $5,476 | $6,652-17.7% | $8,065-32.1% | $4,300+27.3% |
| Admin fee / account holder | $645 | $7,953-91.9% | $12,993-95.0% | $6,925-90.7% |