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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 | $140,279 | $72,071+94.6% | $68,368+105.2% | $137,256+2.2% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 13.99% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,202 | $2,788-56.9% | $2,649-54.6% | $4,156-71.1% |
| Participant deferral / active EE | $3,822 | $4,410-13.3% | $4,123-7.3% | $6,407-40.3% |
| Admin fee / account holder | $5,410 | $5,336+1.4% | $5,150+5.1% | $12,270-55.9% |