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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 | $158,649 | $108,942+45.6% | $100,415+58.0% | $145,897+8.7% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 18.36% | 58.27%-39.9pp | 49.47%-31.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $388 | $4,422-91.2% | $3,943-90.2% | $4,663-91.7% |
| Participant deferral / active EE | $2,464 | $8,461-70.9% | $8,091-69.5% | $6,689-63.2% |
| Admin fee / account holder | $1,837 | $9,702-81.1% | $7,906-76.8% | $13,390-86.3% |