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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 | $154,555 | $107,368+43.9% | $92,915+66.3% | $152,909+1.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 19.18% | 145.64%-126.5pp | 109.45%-90.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $1,419 | $4,222-66.4% | $3,653-61.2% | $4,764-70.2% |
| Participant deferral / active EE | $7,101 | $4,848+46.5% | $4,238+67.6% | $5,851+21.4% |
| Admin fee / account holder | $572 | $7,082-91.9% | $5,796-90.1% | $11,601-95.1% |