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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 | $146,259 | $99,652+46.8% | $78,778+85.7% | $147,586-0.9% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.2%-4.9pp | 82.8%-18.5pp |
| Annual return | 13.08% | 47.28%-34.2pp | 35.62%-22.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $801 | $2,796-71.3% | $1,986-59.7% | $4,876-83.6% |
| Participant deferral / active EE | $1,616 | $3,664-55.9% | $2,958-45.4% | $5,439-70.3% |
| Admin fee / account holder | $3,097 | $7,155-56.7% | $5,134-39.7% | $10,886-71.6% |