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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 | $136,632 | $96,388+41.8% | $80,627+69.5% | $139,466-2.0% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 14.83% | 1352.08%-1337.3pp | 936.76%-921.9pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,858 | $3,260-12.3% | $2,723+5.0% | $4,754-39.9% |
| Participant deferral / active EE | $7,323 | $5,224+40.2% | $4,443+64.8% | $6,712+9.1% |
| Admin fee / account holder | $1,971 | $6,603-70.2% | $5,381-63.4% | $11,409-82.7% |