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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 | $148,737 | $101,618+46.4% | $93,063+59.8% | $137,256+8.4% |
| Participation rate | 30.0% | 74.9%-44.9pp | 72.1%-42.1pp | 80.0%-50.0pp |
| Annual return | 10.84% | 223.95%-213.1pp | 34.15%-23.3pp | 220.34%-209.5pp |
| Employer contribution / active EE | $350 | $2,707-87.1% | $2,476-85.9% | $4,156-91.6% |
| Participant deferral / active EE | $2,659 | $4,279-37.9% | $3,958-32.8% | $6,407-58.5% |
| Admin fee / account holder | $1,413 | $6,198-77.2% | $6,033-76.6% | $12,270-88.5% |