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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 | $108,882+25.9% | $96,754+41.7% | $154,746-11.4% |
| Participation rate | 28.6% | 75.1%-46.5pp | 70.3%-41.7pp | 80.7%-52.1pp |
| Annual return | 16.33% | 98.39%-82.1pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $335 | $3,018-88.9% | $2,679-87.5% | $4,379-92.4% |
| Participant deferral / active EE | $2,630 | $5,323-50.6% | $4,758-44.7% | $6,730-60.9% |
| Admin fee / account holder | $1,259 | $10,200-87.7% | $8,905-85.9% | $14,365-91.2% |