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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 | $147,332 | $98,240+50.0% | $82,312+79.0% | $147,586-0.2% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 19.33% | 30.85%-11.5pp | 25.88%-6.5pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,227 | $3,192-61.6% | $2,428-49.5% | $4,876-74.8% |
| Participant deferral / active EE | $2,229 | $4,383-49.2% | $3,706-39.9% | $5,439-59.0% |
| Admin fee / account holder | $2,568 | $8,563-70.0% | $5,608-54.2% | $10,886-76.4% |