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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 | $158,250 | $125,184+26.4% | $105,607+49.8% | $145,884+8.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.05% | 225.00%-213.9pp | 116.11%-105.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,671 | $3,720-55.1% | $3,167-47.2% | $4,662-64.2% |
| Participant deferral / active EE | $4,558 | $5,714-20.2% | $5,011-9.0% | $6,690-31.9% |
| Admin fee / account holder | $2,670 | $17,133-84.4% | $10,958-75.6% | $13,392-80.1% |