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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 | $127,095 | $98,240+29.4% | $82,312+54.4% | $147,586-13.9% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 19.36% | 30.85%-11.5pp | 25.88%-6.5pp | 578.59%-559.2pp |
| Employer contribution / active EE | $890 | $3,192-72.1% | $2,428-63.4% | $4,876-81.8% |
| Participant deferral / active EE | $5,357 | $4,383+22.2% | $3,706+44.5% | $5,439-1.5% |
| Admin fee / account holder | $12,656 | $8,563+47.8% | $5,608+125.7% | $10,886+16.3% |