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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 | $152,315 | $107,353+41.9% | $92,903+64.0% | $152,885-0.4% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 19.26% | 145.62%-126.4pp | 109.43%-90.2pp | 345.39%-326.1pp |
| Employer contribution / active EE | $1,035 | $4,222-75.5% | $3,653-71.7% | $4,763-78.3% |
| Participant deferral / active EE | $3,974 | $4,848-18.0% | $4,238-6.2% | $5,851-32.1% |
| Admin fee / account holder | $22,524 | $7,081+218.1% | $5,795+288.7% | $11,598+94.2% |