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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 | $144,704 | $100,139+44.5% | $85,187+69.9% | $145,884-0.8% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 8.85% | 84.15%-75.3pp | 66.67%-57.8pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,430 | $3,238-55.8% | $2,732-47.7% | $4,662-69.3% |
| Participant deferral / active EE | $1,710 | $5,296-67.7% | $4,525-62.2% | $6,690-74.4% |
| Admin fee / account holder | $2,446 | $7,262-66.3% | $6,162-60.3% | $13,392-81.7% |