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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 | $140,683 | $72,071+95.2% | $68,368+105.8% | $137,256+2.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 14.18% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,332 | $2,788-52.2% | $2,649-49.7% | $4,156-67.9% |
| Participant deferral / active EE | $4,311 | $4,410-2.2% | $4,123+4.6% | $6,407-32.7% |
| Admin fee / account holder | $1,346 | $5,336-74.8% | $5,150-73.9% | $12,270-89.0% |