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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 | $147,245 | $72,071+104.3% | $68,368+115.4% | $137,256+7.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.41% | 353.14%-336.7pp | 292.57%-276.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,421 | $2,788-49.0% | $2,649-46.4% | $4,156-65.8% |
| Participant deferral / active EE | $9,348 | $4,410+112.0% | $4,123+126.7% | $6,407+45.9% |
| Admin fee / account holder | $2,493 | $5,336-53.3% | $5,150-51.6% | $12,270-79.7% |