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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 | $154,354 | $102,385+50.8% | $147,080+4.9% | $80,935+90.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 15.31% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,755 | $3,717-25.9% | $4,933-44.2% | $2,757-0.1% |
| Participant deferral / active EE | $3,093 | $6,651-53.5% | $8,066-61.7% | $4,299-28.1% |
| Admin fee / account holder | $3,731 | $7,951-53.1% | $12,989-71.3% | $6,924-46.1% |