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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 | $245,245 | $99,995+145.3% | $85,063+188.3% | $145,978+68.0% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 10.85% | 83.99%-73.1pp | 66.54%-55.7pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,630 | $3,231-49.6% | $2,727-40.2% | $4,662-65.0% |
| Participant deferral / active EE | $7,070 | $5,295+33.5% | $4,523+56.3% | $6,690+5.7% |
| Admin fee / account holder | $1,186 | $7,255-83.7% | $6,155-80.7% | $13,400-91.1% |