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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 | $142,227 | $115,810+22.8% | $101,271+40.4% | $158,966-10.5% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 11.03% | 56.15%-45.1pp | 46.48%-35.4pp | 302.95%-291.9pp |
| Employer contribution / active EE | $796 | $4,175-80.9% | $3,660-78.3% | $4,762-83.3% |
| Participant deferral / active EE | $2,801 | $4,958-43.5% | $4,371-35.9% | $5,983-53.2% |
| Admin fee / account holder | $6,583 | $7,248-9.2% | $5,948+10.7% | $11,250-41.5% |