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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 | $142,536 | $55,930+154.8% | $76,089+87.3% | $80,925+76.1% |
| Participation rate | 44.0% | 62.1%-18.1pp | 69.1%-25.1pp | 67.7%-23.7pp |
| Annual return | 11.52% | 20.58%-9.1pp | 360.94%-349.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,365 | $1,866-26.9% | $2,690-49.3% | $2,756-50.5% |
| Participant deferral / active EE | $2,307 | $3,051-24.4% | $4,259-45.8% | $4,299-46.3% |
| Admin fee / account holder | $384 | $5,241-92.7% | $6,418-94.0% | $6,940-94.5% |