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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 | $156,948 | $132,634+18.3% | $115,768+35.6% | $137,256+14.3% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.4%-19.4pp | 80.0%-25.0pp |
| Annual return | 17.27% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,146 | $3,360-65.9% | $2,940-61.0% | $4,156-72.4% |
| Participant deferral / active EE | $1,604 | $5,619-71.5% | $4,917-67.4% | $6,407-75.0% |
| Admin fee / account holder | $1,710 | $15,028-88.6% | $12,439-86.3% | $12,270-86.1% |