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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 | $144,665 | $96,508+49.9% | $75,901+90.6% | $152,897-5.4% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.3%-31.8pp | 82.5%-45.0pp |
| Annual return | 22.71% | 33.99%-11.3pp | 30.76%-8.0pp | 345.43%-322.7pp |
| Employer contribution / active EE | $575 | $3,310-82.6% | $2,501-77.0% | $4,764-87.9% |
| Participant deferral / active EE | $1,723 | $4,554-62.2% | $3,603-52.2% | $5,851-70.6% |
| Admin fee / account holder | $5,513 | $8,081-31.8% | $5,420+1.7% | $11,599-52.5% |