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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 | $150,581 | $106,267+41.7% | $96,520+56.0% | $139,456+8.0% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 22.35% | 38.45%-16.1pp | 35.72%-13.4pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,096 | $4,105-73.3% | $3,739-70.7% | $4,753-76.9% |
| Participant deferral / active EE | $2,802 | $5,454-48.6% | $4,879-42.6% | $6,711-58.3% |
| Admin fee / account holder | $726 | $7,882-90.8% | $6,733-89.2% | $11,407-93.6% |