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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 | $114,296 | $77,416+47.6% | $69,464+64.5% | $152,897-25.2% |
| Participation rate | 28.6% | 78.1%-49.5pp | 74.6%-46.0pp | 82.5%-53.9pp |
| Annual return | 17.87% | 39.08%-21.2pp | 28.98%-11.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $514 | $3,315-84.5% | $2,779-81.5% | $4,764-89.2% |
| Participant deferral / active EE | $1,886 | $4,413-57.3% | $3,536-46.7% | $5,851-67.8% |
| Admin fee / account holder | $3,966 | $6,208-36.1% | $3,840+3.3% | $11,599-65.8% |