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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 | $69,118+116.2% | $53,647+178.5% | $138,895+7.6% |
| Participation rate | 54.5% | 64.0%-9.4pp | 56.3%-1.7pp | 79.9%-25.4pp |
| Annual return | 13.01% | 248.26%-235.3pp | 358.33%-345.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $5,000 | $1,189+320.4% | $962+419.7% | $4,194+19.2% |
| Participant deferral / active EE | $14,322 | $2,274+529.8% | $1,813+689.9% | $6,396+123.9% |
| Admin fee / account holder | $1,636 | $2,724-39.9% | $2,460-33.5% | $12,562-87.0% |