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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 | $125,897 | $108,882+15.6% | $96,754+30.1% | $154,746-18.6% |
| Participation rate | 41.7% | 75.1%-33.4pp | 70.3%-28.6pp | 80.7%-39.0pp |
| Annual return | 18.57% | 98.39%-79.8pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $528 | $3,018-82.5% | $2,679-80.3% | $4,379-88.0% |
| Participant deferral / active EE | $3,140 | $5,323-41.0% | $4,758-34.0% | $6,730-53.3% |
| Admin fee / account holder | $502 | $10,200-95.1% | $8,905-94.4% | $14,365-96.5% |