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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 | $159,521 | $106,247+50.1% | $96,515+65.3% | $139,466+14.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 46.82% | 38.47%+8.4pp | 35.73%+11.1pp | 373.66%-326.8pp |
| Employer contribution / active EE | $1,411 | $4,106-65.6% | $3,740-62.3% | $4,754-70.3% |
| Participant deferral / active EE | $4,847 | $5,456-11.1% | $4,880-0.7% | $6,712-27.8% |
| Admin fee / account holder | $1,078 | $7,885-86.3% | $6,735-84.0% | $11,409-90.6% |