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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 | $148,317 | $69,118+114.6% | $53,647+176.5% | $138,895+6.8% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 11.09% | 248.26%-237.2pp | 358.33%-347.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $785 | $1,189-34.0% | $962-18.4% | $4,194-81.3% |
| Participant deferral / active EE | $4,816 | $2,274+111.8% | $1,813+165.6% | $6,396-24.7% |
| Admin fee / account holder | $1,495 | $2,724-45.1% | $2,460-39.2% | $12,562-88.1% |