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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 | $125,347 | $102,547+22.2% | $78,210+60.3% | $147,586-15.1% |
| Participation rate | 44.4% | 74.4%-30.0pp | 68.7%-24.3pp | 82.8%-38.4pp |
| Annual return | 18.35% | 51.08%-32.7pp | 40.90%-22.6pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,374 | $2,617-47.5% | $2,034-32.4% | $4,876-71.8% |
| Participant deferral / active EE | $3,093 | $3,481-11.1% | $2,823+9.6% | $5,439-43.1% |
| Admin fee / account holder | $570 | $5,059-88.7% | $3,758-84.8% | $10,886-94.8% |