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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 | $158,774 | $129,737+22.4% | $119,126+33.3% | $154,746+2.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 18.68% | 379.08%-360.4pp | 282.11%-263.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,262 | $4,375-71.2% | $4,034-68.7% | $4,379-71.2% |
| Participant deferral / active EE | $12,297 | $5,842+110.5% | $5,318+131.2% | $6,730+82.7% |
| Admin fee / account holder | $588 | $11,961-95.1% | $10,693-94.5% | $14,365-95.9% |