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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 | $137,083 | $97,125+41.1% | $86,233+59.0% | $137,256-0.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 16.33% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $335 | $2,841-88.2% | $2,504-86.6% | $4,156-91.9% |
| Participant deferral / active EE | $2,630 | $5,180-49.2% | $4,559-42.3% | $6,407-58.9% |
| Admin fee / account holder | $1,259 | $9,725-87.1% | $8,342-84.9% | $12,270-89.7% |