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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 | $150,486 | $103,008+46.1% | $90,304+66.6% | $152,897-1.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 26.73% | 95.22%-68.5pp | 78.13%-51.4pp | 345.43%-318.7pp |
| Employer contribution / active EE | $692 | $3,139-78.0% | $2,855-75.8% | $4,764-85.5% |
| Participant deferral / active EE | $2,313 | $4,281-46.0% | $3,885-40.5% | $5,851-60.5% |
| Admin fee / account holder | $5,982 | $6,175-3.1% | $5,354+11.7% | $11,599-48.4% |