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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 | $119,551 | $67,823+76.3% | $52,425+128.0% | $137,256-12.9% |
| Participation rate | 47.1% | 63.9%-16.8pp | 55.6%-8.6pp | 80.0%-32.9pp |
| Annual return | 12.57% | 219.11%-206.5pp | 302.12%-289.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $989 | $1,163-14.9% | $914+8.2% | $4,156-76.2% |
| Participant deferral / active EE | $2,438 | $2,288+6.5% | $1,790+36.1% | $6,407-62.0% |
| Admin fee / account holder | $1,064 | $2,844-62.6% | $2,495-57.3% | $12,270-91.3% |