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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 | $151,111 | $102,385+47.6% | $147,080+2.7% | $80,935+86.7% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 12.47% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,456 | $3,717-33.9% | $4,933-50.2% | $2,757-10.9% |
| Participant deferral / active EE | $7,462 | $6,651+12.2% | $8,066-7.5% | $4,299+73.6% |
| Admin fee / account holder | $2,611 | $7,951-67.2% | $12,989-79.9% | $6,924-62.3% |