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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 | $152,335 | $97,125+56.8% | $86,233+76.7% | $137,256+11.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 16.70% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $449 | $2,841-84.2% | $2,504-82.1% | $4,156-89.2% |
| Participant deferral / active EE | $1,059 | $5,180-79.6% | $4,559-76.8% | $6,407-83.5% |
| Admin fee / account holder | $1,228 | $9,725-87.4% | $8,342-85.3% | $12,270-90.0% |