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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 | $154,607 | $81,696+89.2% | $70,494+119.3% | $158,982-2.8% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 14.80% | 208.70%-193.9pp | 109.16%-94.4pp | 302.99%-288.2pp |
| Employer contribution / active EE | $2,271 | $3,220-29.5% | $2,738-17.0% | $4,763-52.3% |
| Participant deferral / active EE | $7,947 | $4,558+74.4% | $3,711+114.2% | $5,983+32.8% |
| Admin fee / account holder | $18,555 | $6,200+199.3% | $3,848+382.2% | $11,252+64.9% |