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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 | $70,366+101.0% | $66,674+112.2% | $138,895+1.9% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.7%-32.0pp | 79.9%-38.3pp |
| Annual return | 16.26% | 386.41%-370.1pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,451 | $2,765-47.5% | $2,620-44.6% | $4,194-65.4% |
| Participant deferral / active EE | $3,744 | $4,374-14.4% | $4,084-8.3% | $6,396-41.5% |
| Admin fee / account holder | $1,521 | $5,262-71.1% | $5,098-70.2% | $12,562-87.9% |