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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 | $148,031 | $106,267+39.3% | $96,520+53.4% | $139,456+6.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.71% | 38.45%-21.7pp | 35.72%-19.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $2,168 | $4,105-47.2% | $3,739-42.0% | $4,753-54.4% |
| Participant deferral / active EE | $9,611 | $5,454+76.2% | $4,879+97.0% | $6,711+43.2% |
| Admin fee / account holder | $601 | $7,882-92.4% | $6,733-91.1% | $11,407-94.7% |