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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 | $142,457 | $106,918+33.2% | $84,021+69.5% | $152,897-6.8% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.5%-26.2pp |
| Annual return | 17.11% | 105.01%-87.9pp | 71.32%-54.2pp | 345.43%-328.3pp |
| Employer contribution / active EE | $771 | $2,735-71.8% | $1,984-61.2% | $4,764-83.8% |
| Participant deferral / active EE | $1,196 | $4,012-70.2% | $3,239-63.1% | $5,851-79.6% |
| Admin fee / account holder | $4,050 | $8,288-51.1% | $6,102-33.6% | $11,599-65.1% |