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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 | $137,098 | $81,632+67.9% | $70,455+94.6% | $158,931-13.7% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 19.38% | 208.48%-189.1pp | 109.06%-89.7pp | 302.86%-283.5pp |
| Employer contribution / active EE | $422 | $3,217-86.9% | $2,737-84.6% | $4,761-91.1% |
| Participant deferral / active EE | $3,735 | $4,554-18.0% | $3,709+0.7% | $5,982-37.6% |
| Admin fee / account holder | $624 | $6,193-89.9% | $3,845-83.8% | $11,247-94.4% |