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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 | $144,765 | $106,247+36.3% | $96,515+50.0% | $139,466+3.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 22.46% | 38.47%-16.0pp | 35.73%-13.3pp | 373.66%-351.2pp |
| Employer contribution / active EE | $2,315 | $4,106-43.6% | $3,740-38.1% | $4,754-51.3% |
| Participant deferral / active EE | $8,288 | $5,456+51.9% | $4,880+69.9% | $6,712+23.5% |
| Admin fee / account holder | $1,201 | $7,885-84.8% | $6,735-82.2% | $11,409-89.5% |