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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 | $142,880 | $70,366+103.1% | $66,674+114.3% | $138,895+2.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 17.55% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $661 | $2,765-76.1% | $2,620-74.8% | $4,194-84.2% |
| Participant deferral / active EE | $5,800 | $4,374+32.6% | $4,084+42.0% | $6,396-9.3% |
| Admin fee / account holder | $939 | $5,262-82.2% | $5,098-81.6% | $12,562-92.5% |