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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 | $149,125 | $112,935+32.0% | $90,970+63.9% | $158,966-6.2% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 15.36% | 215.79%-200.4pp | 134.58%-119.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,124 | $2,895-61.2% | $2,122-47.1% | $4,762-76.4% |
| Participant deferral / active EE | $1,844 | $4,129-55.3% | $3,373-45.3% | $5,983-69.2% |
| Admin fee / account holder | $643 | $8,045-92.0% | $5,960-89.2% | $11,250-94.3% |