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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 | $138,719 | $99,053+40.0% | $88,179+57.3% | $138,895-0.1% |
| Participation rate | 22.7% | 74.2%-51.5pp | 69.1%-46.4pp | 79.9%-57.2pp |
| Annual return | 14.98% | 78.17%-63.2pp | 64.97%-50.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $382 | $2,882-86.7% | $2,549-85.0% | $4,194-90.9% |
| Participant deferral / active EE | $1,843 | $5,225-64.7% | $4,614-60.1% | $6,396-71.2% |
| Admin fee / account holder | $1,428 | $8,748-83.7% | $7,673-81.4% | $12,562-88.6% |