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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 | $148,205 | $51,642+187.0% | $129,384+14.5% | $80,935+83.1% |
| Participation rate | 51.4% | 56.9%-5.5pp | 69.6%-18.2pp | 67.7%-16.2pp |
| Annual return | 12.24% | 20.78%-8.5pp | 9461.77%-9449.5pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,401 | $1,583+51.7% | $4,153-42.2% | $2,757-12.9% |
| Participant deferral / active EE | $4,494 | $2,670+68.3% | $4,166+7.9% | $4,299+4.5% |
| Admin fee / account holder | $3,778 | $4,312-12.4% | $7,686-50.8% | $6,924-45.4% |