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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 | $186,621 | $113,338+64.7% | $94,993+96.5% | $147,586+26.4% |
| Participation rate | 42.9% | 78.0%-35.1pp | 73.9%-31.0pp | 82.8%-40.0pp |
| Annual return | 15.61% | 20.80%-5.2pp | 27.14%-11.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $459 | $3,160-85.5% | $2,603-82.4% | $4,876-90.6% |
| Participant deferral / active EE | $3,363 | $3,777-11.0% | $3,317+1.4% | $5,439-38.2% |
| Admin fee / account holder | $906 | $6,063-85.1% | $4,960-81.7% | $10,886-91.7% |