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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 | $162,274 | $110,337+47.1% | $102,383+58.5% | $145,877+11.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 15.87% | 24.83%-9.0pp | 24.94%-9.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,243 | $4,216-70.5% | $3,870-67.9% | $4,663-73.3% |
| Participant deferral / active EE | $2,131 | $5,621-62.1% | $5,060-57.9% | $6,691-68.1% |
| Admin fee / account holder | $11,539 | $9,750+18.4% | $8,391+37.5% | $13,402-13.9% |