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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 | $141,267 | $63,354+123.0% | $94,105+50.1% | $82,637+70.9% |
| Participation rate | 57.7% | 63.8%-6.1pp | 71.9%-14.3pp | 68.1%-10.4pp |
| Annual return | 13.76% | 34.36%-20.6pp | 204.55%-190.8pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,339 | $1,760-23.9% | $2,504-46.6% | $2,552-47.6% |
| Participant deferral / active EE | $1,999 | $2,873-30.4% | $3,881-48.5% | $4,126-51.5% |
| Admin fee / account holder | $60,352 | $5,073+1089.7% | $6,199+873.5% | $7,339+722.4% |