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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 | $145,110 | $108,911+33.2% | $100,392+44.5% | $145,884-0.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 17.10% | 58.23%-41.1pp | 49.45%-32.4pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,332 | $4,420-69.9% | $3,941-66.2% | $4,662-71.4% |
| Participant deferral / active EE | $5,927 | $8,459-29.9% | $8,090-26.7% | $6,690-11.4% |
| Admin fee / account holder | $763 | $9,698-92.1% | $7,904-90.3% | $13,392-94.3% |