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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 | $151,296 | $124,351+21.7% | $109,188+38.6% | $167,553-9.7% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 15.71% | 26.04%-10.3pp | 25.76%-10.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $2,406 | $4,210-42.8% | $3,723-35.4% | $4,840-50.3% |
| Participant deferral / active EE | $3,373 | $5,257-35.8% | $4,654-27.5% | $6,343-46.8% |
| Admin fee / account holder | $1,776 | $7,975-77.7% | $6,755-73.7% | $12,316-85.6% |