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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 | $130,149 | $101,063+28.8% | $81,473+59.7% | $147,586-11.8% |
| Participation rate | 27.3% | 74.5%-47.2pp | 68.0%-40.7pp | 82.8%-55.6pp |
| Annual return | 21.73% | 32.41%-10.7pp | 38.78%-17.1pp | 578.59%-556.9pp |
| Employer contribution / active EE | $618 | $3,206-80.7% | $2,568-75.9% | $4,876-87.3% |
| Participant deferral / active EE | $2,029 | $4,242-52.2% | $3,537-42.6% | $5,439-62.7% |
| Admin fee / account holder | $850 | $5,812-85.4% | $4,561-81.4% | $10,886-92.2% |