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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 | $101,618+44.3% | $93,063+57.6% | $137,256+6.9% |
| Participation rate | 41.2% | 74.9%-33.8pp | 72.1%-30.9pp | 80.0%-38.8pp |
| Annual return | 14.38% | 223.95%-209.6pp | 34.15%-19.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $298 | $2,707-89.0% | $2,476-88.0% | $4,156-92.8% |
| Participant deferral / active EE | $712 | $4,279-83.4% | $3,958-82.0% | $6,407-88.9% |
| Admin fee / account holder | $3,242 | $6,198-47.7% | $6,033-46.3% | $12,270-73.6% |