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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 | $147,264 | $111,830+31.7% | $93,696+57.2% | $145,884+0.9% |
| Participation rate | 34.8% | 74.2%-39.4pp | 68.7%-33.9pp | 80.3%-45.5pp |
| Annual return | 18.12% | 204.08%-186.0pp | 133.74%-115.6pp | 551.85%-533.7pp |
| Employer contribution / active EE | $1,138 | $3,093-63.2% | $2,422-53.0% | $4,662-75.6% |
| Participant deferral / active EE | $2,918 | $4,920-40.7% | $4,417-33.9% | $6,690-56.4% |
| Admin fee / account holder | $1,154 | $10,249-88.7% | $8,287-86.1% | $13,392-91.4% |