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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 | $151,789 | $111,535+36.1% | $105,223+44.3% | $137,256+10.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 16.86% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,710 | $3,939-56.6% | $3,689-53.6% | $4,156-58.9% |
| Participant deferral / active EE | $6,838 | $5,500+24.3% | $5,072+34.8% | $6,407+6.7% |
| Admin fee / account holder | $15,186 | $9,721+56.2% | $8,859+71.4% | $12,270+23.8% |