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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 | $138,378 | $72,071+92.0% | $68,368+102.4% | $137,256+0.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 14.18% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,407 | $2,788-49.5% | $2,649-46.9% | $4,156-66.1% |
| Participant deferral / active EE | $6,444 | $4,410+46.1% | $4,123+56.3% | $6,407+0.6% |
| Admin fee / account holder | $20,103 | $5,336+276.8% | $5,150+290.4% | $12,270+63.8% |