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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 | $144,222 | $117,895+22.3% | $102,460+40.8% | $145,897-1.1% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 10.98% | 31.92%-20.9pp | 29.47%-18.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,711 | $3,619-52.7% | $3,025-43.5% | $4,663-63.3% |
| Participant deferral / active EE | $3,693 | $5,736-35.6% | $5,056-27.0% | $6,689-44.8% |
| Admin fee / account holder | $588 | $13,353-95.6% | $9,460-93.8% | $13,390-95.6% |