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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 | $143,364 | $106,918+34.1% | $84,021+70.6% | $152,897-6.2% |
| Participation rate | 35.7% | 75.2%-39.5pp | 69.0%-33.3pp | 82.5%-46.7pp |
| Annual return | 17.80% | 105.01%-87.2pp | 71.32%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,799 | $2,735-34.2% | $1,984-9.3% | $4,764-62.2% |
| Participant deferral / active EE | $5,049 | $4,012+25.8% | $3,239+55.9% | $5,851-13.7% |
| Admin fee / account holder | $521 | $8,288-93.7% | $6,102-91.5% | $11,599-95.5% |