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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 | $150,995 | $111,814+35.0% | $93,654+61.2% | $145,959+3.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.48% | 203.30%-189.8pp | 133.34%-119.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,511 | $3,092-51.1% | $2,421-37.6% | $4,661-67.6% |
| Participant deferral / active EE | $7,030 | $4,914+43.1% | $4,413+59.3% | $6,689+5.1% |
| Admin fee / account holder | $989 | $10,246-90.3% | $8,282-88.1% | $13,398-92.6% |