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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 | $150,218 | $107,353+39.9% | $92,903+61.7% | $152,885-1.7% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 24.63% | 145.62%-121.0pp | 109.43%-84.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,018 | $4,222-75.9% | $3,653-72.1% | $4,763-78.6% |
| Participant deferral / active EE | $2,032 | $4,848-58.1% | $4,238-52.0% | $5,851-65.3% |
| Admin fee / account holder | $892 | $7,081-87.4% | $5,795-84.6% | $11,598-92.3% |