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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 | $163,501 | $115,814+41.2% | $101,275+61.4% | $158,982+2.8% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 15.73% | 56.16%-40.4pp | 46.48%-30.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,101 | $4,176-49.7% | $3,660-42.6% | $4,763-55.9% |
| Participant deferral / active EE | $5,676 | $4,958+14.5% | $4,371+29.9% | $5,983-5.1% |
| Admin fee / account holder | $5,655 | $7,249-22.0% | $5,948-4.9% | $11,252-49.7% |