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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 | $144,192 | $72,071+100.1% | $68,368+110.9% | $137,256+5.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 16.21% | 353.14%-336.9pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,874 | $2,788-32.8% | $2,649-29.3% | $4,156-54.9% |
| Participant deferral / active EE | $3,458 | $4,410-21.6% | $4,123-16.1% | $6,407-46.0% |
| Admin fee / account holder | $488 | $5,336-90.9% | $5,150-90.5% | $12,270-96.0% |