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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 | $146,135 | $106,267+37.5% | $96,520+51.4% | $139,456+4.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 23.14% | 38.45%-15.3pp | 35.72%-12.6pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,144 | $4,105-72.1% | $3,739-69.4% | $4,753-75.9% |
| Participant deferral / active EE | $2,926 | $5,454-46.4% | $4,879-40.0% | $6,711-56.4% |
| Admin fee / account holder | $2,577 | $7,882-67.3% | $6,733-61.7% | $11,407-77.4% |