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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 | $149,604 | $111,535+34.1% | $105,223+42.2% | $137,256+9.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 12.74% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,783 | $3,939-54.7% | $3,689-51.7% | $4,156-57.1% |
| Participant deferral / active EE | $6,114 | $5,500+11.2% | $5,072+20.6% | $6,407-4.6% |
| Admin fee / account holder | $9,590 | $9,721-1.3% | $8,859+8.3% | $12,270-21.8% |