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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 | $168,945 | $108,882+55.2% | $96,754+74.6% | $154,746+9.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 70.3%-27.4pp | 80.7%-37.8pp |
| Annual return | 35.89% | 98.39%-62.5pp | 82.04%-46.2pp | 172.34%-136.5pp |
| Employer contribution / active EE | $1,113 | $3,018-63.1% | $2,679-58.5% | $4,379-74.6% |
| Participant deferral / active EE | $1,178 | $5,323-77.9% | $4,758-75.2% | $6,730-82.5% |
| Admin fee / account holder | $499 | $10,200-95.1% | $8,905-94.4% | $14,365-96.5% |