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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 | $145,372 | $111,535+30.3% | $105,223+38.2% | $137,256+5.9% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 19.36% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,688 | $3,939-57.1% | $3,689-54.2% | $4,156-59.4% |
| Participant deferral / active EE | $8,686 | $5,500+57.9% | $5,072+71.3% | $6,407+35.6% |
| Admin fee / account holder | $17,586 | $9,721+80.9% | $8,859+98.5% | $12,270+43.3% |