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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 | $146,982 | $114,119+28.8% | $107,187+37.1% | $138,895+5.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 146.50% | 273.21%-126.7pp | 204.55%-58.0pp | 145.39%+1.1pp |
| Employer contribution / active EE | $1,639 | $4,059-59.6% | $3,782-56.7% | $4,194-60.9% |
| Participant deferral / active EE | $8,553 | $5,538+54.4% | $5,096+67.8% | $6,396+33.7% |
| Admin fee / account holder | $4,724 | $10,024-52.9% | $9,162-48.4% | $12,562-62.4% |