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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 | $148,168 | $81,208+82.5% | $98,920+49.8% | $79,856+85.5% |
| Participation rate | 64.0% | 72.5%-8.5pp | 76.0%-12.0pp | 69.6%-5.6pp |
| Annual return | 14.99% | 60.99%-46.0pp | 196.47%-181.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,532 | $1,960-21.8% | $2,689-43.0% | $2,471-38.0% |
| Participant deferral / active EE | $3,078 | $3,265-5.7% | $4,245-27.5% | $3,741-17.7% |
| Admin fee / account holder | $9,895 | $6,013+64.6% | $6,643+49.0% | $5,306+86.5% |