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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 | $150,077 | $113,338+32.4% | $94,993+58.0% | $147,586+1.7% |
| Participation rate | 46.2% | 78.0%-31.8pp | 73.9%-27.7pp | 82.8%-36.7pp |
| Annual return | 18.86% | 20.80%-1.9pp | 27.14%-8.3pp | 578.59%-559.7pp |
| Employer contribution / active EE | $189 | $3,160-94.0% | $2,603-92.7% | $4,876-96.1% |
| Participant deferral / active EE | $1,654 | $3,777-56.2% | $3,317-50.1% | $5,439-69.6% |
| Admin fee / account holder | $2,520 | $6,063-58.4% | $4,960-49.2% | $10,886-76.9% |