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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 | $155,028 | $105,929+46.4% | $81,716+89.7% | $158,966-2.5% |
| Participation rate | 42.9% | 75.6%-32.7pp | 72.0%-29.1pp | 82.0%-39.1pp |
| Annual return | 19.89% | 38.19%-18.3pp | 29.49%-9.6pp | 302.95%-283.1pp |
| Employer contribution / active EE | $900 | $7,802-88.5% | $4,310-79.1% | $4,762-81.1% |
| Participant deferral / active EE | $4,279 | $13,007-67.1% | $7,108-39.8% | $5,983-28.5% |
| Admin fee / account holder | $733 | $8,492-91.4% | $5,159-85.8% | $11,250-93.5% |