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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 | $148,057 | $72,071+105.4% | $68,368+116.6% | $137,256+7.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.32% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,079 | $2,788-61.3% | $2,649-59.3% | $4,156-74.0% |
| Participant deferral / active EE | $6,388 | $4,410+44.9% | $4,123+55.0% | $6,407-0.3% |
| Admin fee / account holder | $1,243 | $5,336-76.7% | $5,150-75.9% | $12,270-89.9% |