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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 | $142,444 | $105,856+34.6% | $90,161+58.0% | $147,586-3.5% |
| Participation rate | 41.7% | 79.7%-38.1pp | 76.9%-35.2pp | 82.8%-41.2pp |
| Annual return | 18.78% | 37.63%-18.8pp | 34.89%-16.1pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,065 | $4,126-50.0% | $3,318-37.8% | $4,876-57.7% |
| Participant deferral / active EE | $3,585 | $5,733-37.5% | $5,287-32.2% | $5,439-34.1% |
| Admin fee / account holder | $9,371 | $8,046+16.5% | $5,943+57.7% | $10,886-13.9% |