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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 | $153,586 | $106,267+44.5% | $96,520+59.1% | $139,456+10.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 28.49% | 38.45%-10.0pp | 35.72%-7.2pp | 373.45%-345.0pp |
| Employer contribution / active EE | $1,908 | $4,105-53.5% | $3,739-49.0% | $4,753-59.9% |
| Participant deferral / active EE | $14,969 | $5,454+174.4% | $4,879+206.8% | $6,711+123.0% |
| Admin fee / account holder | $536 | $7,882-93.2% | $6,733-92.0% | $11,407-95.3% |