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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 | $151,545 | $69,248+118.8% | $64,101+136.4% | $139,466+8.7% |
| Participation rate | 65.2% | 75.6%-10.4pp | 72.3%-7.1pp | 80.3%-15.1pp |
| Annual return | 21.51% | 45.95%-24.4pp | 33.72%-12.2pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,834 | $3,185-42.4% | $2,749-33.3% | $4,754-61.4% |
| Participant deferral / active EE | $4,370 | $4,682-6.7% | $3,881+12.6% | $6,712-34.9% |
| Admin fee / account holder | $8,334 | $4,247+96.2% | $3,070+171.4% | $11,409-26.9% |