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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 | $136,341 | $99,652+36.8% | $78,778+73.1% | $147,586-7.6% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 15.66% | 47.28%-31.6pp | 35.62%-20.0pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,040 | $2,796-62.8% | $1,986-47.6% | $4,876-78.7% |
| Participant deferral / active EE | $6,335 | $3,664+72.9% | $2,958+114.1% | $5,439+16.5% |
| Admin fee / account holder | $437 | $7,155-93.9% | $5,134-91.5% | $10,886-96.0% |