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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 | $147,525 | $232,540-36.6% | $185,117-20.3% | $147,5860% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 17.97% | 43.03%-25.1pp | 40.50%-22.5pp | 578.59%-560.6pp |
| Employer contribution / active EE | $3,235 | $5,195-37.7% | $4,182-22.6% | $4,876-33.7% |
| Participant deferral / active EE | $8,512 | $5,834+45.9% | $5,045+68.7% | $5,439+56.5% |
| Admin fee / account holder | $16,254 | $10,275+58.2% | $8,159+99.2% | $10,886+49.3% |