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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 | $99,053+48.4% | $88,179+66.7% | $138,895+5.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 11.62% | 78.17%-66.5pp | 64.97%-53.4pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,054 | $2,882-28.7% | $2,549-19.4% | $4,194-51.0% |
| Participant deferral / active EE | $4,912 | $5,225-6.0% | $4,614+6.5% | $6,396-23.2% |
| Admin fee / account holder | $1,779 | $8,748-79.7% | $7,673-76.8% | $12,562-85.8% |