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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 | $148,694 | $124,351+19.6% | $109,188+36.2% | $167,553-11.3% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 12.59% | 26.04%-13.5pp | 25.76%-13.2pp | 478.89%-466.3pp |
| Employer contribution / active EE | $1,912 | $4,210-54.6% | $3,723-48.6% | $4,840-60.5% |
| Participant deferral / active EE | $6,089 | $5,257+15.8% | $4,654+30.8% | $6,343-4.0% |
| Admin fee / account holder | $4,662 | $7,975-41.5% | $6,755-31.0% | $12,316-62.1% |