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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 | $149,175 | $111,535+33.7% | $105,223+41.8% | $137,256+8.7% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 20.12% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,118 | $3,939-71.6% | $3,689-69.7% | $4,156-73.1% |
| Participant deferral / active EE | $7,074 | $5,500+28.6% | $5,072+39.5% | $6,407+10.4% |
| Admin fee / account holder | $359 | $9,721-96.3% | $8,859-95.9% | $12,270-97.1% |