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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 | $147,873 | $111,535+32.6% | $105,223+40.5% | $137,256+7.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 19.10% | 237.85%-218.8pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,385 | $3,939-64.8% | $3,689-62.5% | $4,156-66.7% |
| Participant deferral / active EE | $6,824 | $5,500+24.1% | $5,072+34.6% | $6,407+6.5% |
| Admin fee / account holder | $693 | $9,721-92.9% | $8,859-92.2% | $12,270-94.3% |