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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 | $158,933 | $102,632+54.9% | $81,988+93.8% | $158,9500% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.3%-10.2pp | 82.0%-22.9pp |
| Annual return | 10.14% | 61.05%-50.9pp | 41.31%-31.2pp | 302.91%-292.8pp |
| Employer contribution / active EE | $1,308 | $3,241-59.6% | $2,498-47.6% | $4,762-72.5% |
| Participant deferral / active EE | $2,055 | $4,649-55.8% | $3,722-44.8% | $5,983-65.6% |
| Admin fee / account holder | $7,914 | $8,237-3.9% | $5,665+39.7% | $11,248-29.6% |