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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 | $145,390 | $124,314+17.0% | $109,163+33.2% | $167,518-13.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 15.94% | 26.04%-10.1pp | 25.75%-9.8pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,456 | $4,209-65.4% | $3,723-60.9% | $4,838-69.9% |
| Participant deferral / active EE | $6,798 | $5,256+29.3% | $4,654+46.1% | $6,342+7.2% |
| Admin fee / account holder | $1,694 | $7,973-78.7% | $6,754-74.9% | $12,312-86.2% |