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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 | $141,071 | $99,053+42.4% | $88,179+60.0% | $138,895+1.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 18.55% | 78.17%-59.6pp | 64.97%-46.4pp | 145.39%-126.8pp |
| Employer contribution / active EE | $890 | $2,882-69.1% | $2,549-65.1% | $4,194-78.8% |
| Participant deferral / active EE | $3,330 | $5,225-36.3% | $4,614-27.8% | $6,396-47.9% |
| Admin fee / account holder | $31,091 | $8,748+255.4% | $7,673+305.2% | $12,562+147.5% |