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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 | $140,343 | $70,366+99.4% | $66,674+110.5% | $138,895+1.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 14.75% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,112 | $2,765-23.6% | $2,620-19.4% | $4,194-49.6% |
| Participant deferral / active EE | $2,872 | $4,374-34.3% | $4,084-29.7% | $6,396-55.1% |
| Admin fee / account holder | $959 | $5,262-81.8% | $5,098-81.2% | $12,562-92.4% |