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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 | $147,002 | $108,882+35.0% | $96,754+51.9% | $154,746-5.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 11.62% | 98.39%-86.8pp | 82.04%-70.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,054 | $3,018-31.9% | $2,679-23.3% | $4,379-53.1% |
| Participant deferral / active EE | $4,912 | $5,323-7.7% | $4,758+3.2% | $6,730-27.0% |
| Admin fee / account holder | $1,779 | $10,200-82.6% | $8,905-80.0% | $14,365-87.6% |