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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 | $141,507 | $108,701+30.2% | $74,723+89.4% | $152,909-7.5% |
| Participation rate | 53.8% | 65.4%-11.5pp | 54.5%-0.6pp | 82.5%-28.6pp |
| Annual return | 24.07% | 114.12%-90.1pp | 753.18%-729.1pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,443 | $1,504-4.1% | $1,084+33.1% | $4,764-69.7% |
| Participant deferral / active EE | $4,344 | $2,709+60.4% | $1,962+121.4% | $5,851-25.8% |
| Admin fee / account holder | $2,254 | $4,906-54.1% | $3,335-32.4% | $11,601-80.6% |