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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 | $144,017 | $103,392+39.3% | $87,104+65.3% | $152,897-5.8% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 25.59% | 28.10%-2.5pp | 28.19%-2.6pp | 345.43%-319.8pp |
| Employer contribution / active EE | $634 | $3,221-80.3% | $2,521-74.8% | $4,764-86.7% |
| Participant deferral / active EE | $1,958 | $4,778-59.0% | $4,048-51.6% | $5,851-66.5% |
| Admin fee / account holder | $1,197 | $12,194-90.2% | $7,491-84.0% | $11,599-89.7% |