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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 | $117,829+22.4% | $102,423+40.8% | $145,877-1.1% |
| Participation rate | 28.6% | 78.6%-50.0pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 10.98% | 31.83%-20.9pp | 29.42%-18.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,711 | $3,615-52.7% | $3,023-43.4% | $4,663-63.3% |
| Participant deferral / active EE | $3,693 | $5,732-35.6% | $5,054-26.9% | $6,691-44.8% |
| Admin fee / account holder | $588 | $13,335-95.6% | $9,455-93.8% | $13,402-95.6% |