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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 | $151,485 | $99,053+52.9% | $88,179+71.8% | $138,895+9.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 13.80% | 78.17%-64.4pp | 64.97%-51.2pp | 145.39%-131.6pp |
| Employer contribution / active EE | $4,644 | $2,882+61.1% | $2,549+82.2% | $4,194+10.7% |
| Participant deferral / active EE | $12,500 | $5,225+139.2% | $4,614+170.9% | $6,396+95.4% |
| Admin fee / account holder | $1,008 | $8,748-88.5% | $7,673-86.9% | $12,562-92.0% |