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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 | $150,090 | $111,535+34.6% | $105,223+42.6% | $137,256+9.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 21.02% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,387 | $3,939-64.8% | $3,689-62.4% | $4,156-66.6% |
| Participant deferral / active EE | $10,333 | $5,500+87.9% | $5,072+103.7% | $6,407+61.3% |
| Admin fee / account holder | $1,438 | $9,721-85.2% | $8,859-83.8% | $12,270-88.3% |