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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 | $144,206 | $100,073+44.1% | $85,126+69.4% | $145,877-1.1% |
| Participation rate | 43.5% | 74.1%-30.6pp | 67.5%-24.0pp | 80.3%-36.8pp |
| Annual return | 23.25% | 84.11%-60.9pp | 66.63%-43.4pp | 551.28%-528.0pp |
| Employer contribution / active EE | $1,303 | $3,236-59.7% | $2,731-52.3% | $4,663-72.0% |
| Participant deferral / active EE | $2,185 | $5,294-58.7% | $4,523-51.7% | $6,691-67.3% |
| Admin fee / account holder | $2,397 | $7,261-67.0% | $6,160-61.1% | $13,402-82.1% |