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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 | $148,355 | $108,922+36.2% | $100,398+47.8% | $145,978+1.6% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 12.29% | 58.04%-45.8pp | 49.32%-37.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,349 | $4,426-46.9% | $3,946-40.5% | $4,662-49.6% |
| Participant deferral / active EE | $4,613 | $8,450-45.4% | $8,084-42.9% | $6,690-31.0% |
| Admin fee / account holder | $2,708 | $9,680-72.0% | $7,893-65.7% | $13,400-79.8% |