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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 | $142,677 | $109,372+30.5% | $89,414+59.6% | $158,966-10.2% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 21.58% | 345.55%-324.0pp | 245.50%-223.9pp | 302.95%-281.4pp |
| Employer contribution / active EE | $1,023 | $3,171-67.8% | $2,586-60.5% | $4,762-78.5% |
| Participant deferral / active EE | $3,548 | $4,598-22.8% | $3,890-8.8% | $5,983-40.7% |
| Admin fee / account holder | $2,665 | $6,156-56.7% | $4,883-45.4% | $11,250-76.3% |