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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 | $155,869 | $125,237+24.5% | $105,608+47.6% | $145,877+6.9% |
| Participation rate | 45.8% | 77.7%-31.8pp | 75.3%-29.5pp | 80.3%-34.5pp |
| Annual return | 11.08% | 225.76%-214.7pp | 116.50%-105.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,157 | $3,720-68.9% | $3,167-63.5% | $4,663-75.2% |
| Participant deferral / active EE | $3,261 | $5,711-42.9% | $5,010-34.9% | $6,691-51.3% |
| Admin fee / account holder | $7,048 | $17,287-59.2% | $11,028-36.1% | $13,402-47.4% |