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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 | $151,430 | $106,247+42.5% | $96,515+56.9% | $139,466+8.6% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 12.22% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,734 | $4,106-57.8% | $3,740-53.6% | $4,754-63.5% |
| Participant deferral / active EE | $3,615 | $5,456-33.7% | $4,880-25.9% | $6,712-46.1% |
| Admin fee / account holder | $6,310 | $7,885-20.0% | $6,735-6.3% | $11,409-44.7% |