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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 | $146,678 | $126,113+16.3% | $116,096+26.3% | $155,188-5.5% |
| Participation rate | 41.2% | 75.1%-34.0pp | 73.3%-32.1pp | 80.8%-39.6pp |
| Annual return | 14.38% | 391.72%-377.3pp | 326.25%-311.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $298 | $2,672-88.8% | $2,503-88.1% | $4,248-93.0% |
| Participant deferral / active EE | $712 | $4,162-82.9% | $3,952-82.0% | $6,531-89.1% |
| Admin fee / account holder | $3,242 | $8,045-59.7% | $7,704-57.9% | $14,480-77.6% |