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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 | $138,479 | $89,370+55.0% | $141,197-1.9% | $72,976+89.8% |
| Participation rate | 41.9% | 75.1%-33.2pp | 82.5%-40.5pp | 69.5%-27.6pp |
| Annual return | 22.92% | 111.88%-89.0pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,620 | $3,115-48.0% | $4,736-65.8% | $2,440-33.6% |
| Participant deferral / active EE | $3,262 | $5,419-39.8% | $6,710-51.4% | $3,608-9.6% |
| Admin fee / account holder | $5,189 | $5,957-12.9% | $10,265-49.5% | $5,124+1.3% |