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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 | $151,828 | $69,248+119.3% | $64,101+136.9% | $139,466+8.9% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 16.96% | 45.95%-29.0pp | 33.72%-16.8pp | 373.66%-356.7pp |
| Employer contribution / active EE | $808 | $3,185-74.6% | $2,749-70.6% | $4,754-83.0% |
| Participant deferral / active EE | $6,238 | $4,682+33.2% | $3,881+60.7% | $6,712-7.1% |
| Admin fee / account holder | $2,676 | $4,247-37.0% | $3,070-12.8% | $11,409-76.5% |