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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 | $142,391 | $85,024+67.5% | $70,544+101.8% | $139,466+2.1% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 22.84% | 30.39%-7.5pp | 32.79%-9.9pp | 373.66%-350.8pp |
| Employer contribution / active EE | $1,828 | $3,912-53.3% | $2,976-38.6% | $4,754-61.5% |
| Participant deferral / active EE | $12,460 | $5,891+111.5% | $4,568+172.8% | $6,712+85.6% |
| Admin fee / account holder | $353 | $8,928-96.0% | $6,427-94.5% | $11,409-96.9% |