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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 | $139,505 | $99,652+40.0% | $78,778+77.1% | $147,586-5.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 17.84% | 47.28%-29.4pp | 35.62%-17.8pp | 578.59%-560.8pp |
| Employer contribution / active EE | $533 | $2,796-80.9% | $1,986-73.2% | $4,876-89.1% |
| Participant deferral / active EE | $1,028 | $3,664-72.0% | $2,958-65.3% | $5,439-81.1% |
| Admin fee / account holder | $1,959 | $7,155-72.6% | $5,134-61.8% | $10,886-82.0% |