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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 | $143,702 | $72,071+99.4% | $68,368+110.2% | $137,256+4.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 27.44% | 353.14%-325.7pp | 292.57%-265.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,452 | $2,788-47.9% | $2,649-45.2% | $4,156-65.1% |
| Participant deferral / active EE | $6,170 | $4,410+39.9% | $4,123+49.7% | $6,407-3.7% |
| Admin fee / account holder | $1,019 | $5,336-80.9% | $5,150-80.2% | $12,270-91.7% |