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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 | $145,420 | $102,938+41.3% | $94,105+54.5% | $138,895+4.7% |
| Participation rate | 31.6% | 74.6%-43.1pp | 71.9%-40.4pp | 79.9%-48.3pp |
| Annual return | 14.20% | 250.28%-236.1pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $524 | $2,732-80.8% | $2,504-79.1% | $4,194-87.5% |
| Participant deferral / active EE | $3,580 | $4,196-14.7% | $3,881-7.8% | $6,396-44.0% |
| Admin fee / account holder | $2,805 | $6,600-57.5% | $6,199-54.8% | $12,562-77.7% |