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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 | $150,255 | $72,071+108.5% | $68,368+119.8% | $137,256+9.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 13.52% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $501 | $2,788-82.0% | $2,649-81.1% | $4,156-88.0% |
| Participant deferral / active EE | $7,494 | $4,410+69.9% | $4,123+81.8% | $6,407+17.0% |
| Admin fee / account holder | $3,495 | $5,336-34.5% | $5,150-32.1% | $12,270-71.5% |