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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 | $141,468 | $72,071+96.3% | $68,368+106.9% | $137,256+3.1% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 16.26% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,451 | $2,788-48.0% | $2,649-45.2% | $4,156-65.1% |
| Participant deferral / active EE | $3,744 | $4,410-15.1% | $4,123-9.2% | $6,407-41.6% |
| Admin fee / account holder | $1,521 | $5,336-71.5% | $5,150-70.5% | $12,270-87.6% |