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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 | $147,535 | $132,099+11.7% | $115,599+27.6% | $138,895+6.2% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.3%-21.9pp | 79.9%-27.5pp |
| Annual return | 16.27% | 176.76%-160.5pp | 111.10%-94.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,613 | $3,416-52.8% | $2,955-45.4% | $4,194-61.5% |
| Participant deferral / active EE | $5,377 | $5,617-4.3% | $4,889+10.0% | $6,396-15.9% |
| Admin fee / account holder | $6,965 | $15,650-55.5% | $12,841-45.8% | $12,562-44.6% |