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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 | $152,656 | $72,071+111.8% | $68,368+123.3% | $137,256+11.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 14.71% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,722 | $2,788-38.2% | $2,649-35.0% | $4,156-58.6% |
| Participant deferral / active EE | $6,347 | $4,410+43.9% | $4,123+53.9% | $6,407-0.9% |
| Admin fee / account holder | $7,613 | $5,336+42.7% | $5,150+47.8% | $12,270-38.0% |