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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 | $148,688 | $107,944+37.7% | $91,994+61.6% | $152,885-2.7% |
| Participation rate | 61.1% | 81.2%-20.1pp | 78.6%-17.5pp | 82.5%-21.3pp |
| Annual return | 24.03% | 89.26%-65.2pp | 69.03%-45.0pp | 345.39%-321.4pp |
| Employer contribution / active EE | $3,803 | $4,210-9.7% | $3,452+10.2% | $4,763-20.2% |
| Participant deferral / active EE | $2,765 | $6,365-56.6% | $5,923-53.3% | $5,851-52.7% |
| Admin fee / account holder | $308 | $10,521-97.1% | $7,743-96.0% | $11,598-97.3% |