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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 | $149,412 | $67,823+120.3% | $52,425+185.0% | $137,256+8.9% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 13.01% | 219.11%-206.1pp | 302.12%-289.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,000 | $1,163+329.9% | $914+446.9% | $4,156+20.3% |
| Participant deferral / active EE | $14,322 | $2,288+526.0% | $1,790+699.9% | $6,407+123.6% |
| Admin fee / account holder | $1,636 | $2,844-42.5% | $2,495-34.4% | $12,270-86.7% |