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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 | $159,183 | $125,190+27.2% | $105,624+50.7% | $145,897+9.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 13.42% | 225.22%-211.8pp | 116.20%-102.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,426 | $3,720-61.7% | $3,168-55.0% | $4,663-69.4% |
| Participant deferral / active EE | $3,357 | $5,716-41.3% | $5,013-33.0% | $6,689-49.8% |
| Admin fee / account holder | $512 | $17,138-97.0% | $10,961-95.3% | $13,390-96.2% |