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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 | $152,823 | $110,248+38.6% | $95,728+59.6% | $139,456+9.6% |
| Participation rate | 20.0% | 75.7%-55.7pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 28.48% | 27.16%+1.3pp | 28.40%+0.1pp | 373.45%-345.0pp |
| Employer contribution / active EE | $296 | $3,258-90.9% | $2,835-89.6% | $4,753-93.8% |
| Participant deferral / active EE | $5,160 | $4,675+10.4% | $4,245+21.6% | $6,711-23.1% |
| Admin fee / account holder | $552 | $6,607-91.7% | $5,673-90.3% | $11,407-95.2% |