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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 | $142,297 | $77,908+82.6% | $149,696-4.9% | $75,173+89.3% |
| Participation rate | 29.6% | 65.6%-36.0pp | 78.8%-49.1pp | 67.2%-37.6pp |
| Annual return | 21.98% | 31.73%-9.7pp | 134.46%-112.5pp | 160.72%-138.7pp |
| Employer contribution / active EE | $590 | $3,138-81.2% | $4,821-87.8% | $2,671-77.9% |
| Participant deferral / active EE | $2,138 | $3,411-37.3% | $5,682-62.4% | $4,126-48.2% |
| Admin fee / account holder | $2,456 | $5,950-58.7% | $13,212-81.4% | $5,651-56.5% |