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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 | $141,963 | $106,267+33.6% | $96,520+47.1% | $139,456+1.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.19% | 38.45%-26.3pp | 35.72%-23.5pp | 373.45%-361.3pp |
| Employer contribution / active EE | $1,197 | $4,105-70.9% | $3,739-68.0% | $4,753-74.8% |
| Participant deferral / active EE | $4,124 | $5,454-24.4% | $4,879-15.5% | $6,711-38.6% |
| Admin fee / account holder | $12,862 | $7,882+63.2% | $6,733+91.0% | $11,407+12.8% |