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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 | $150,473 | $100,073+50.4% | $85,126+76.8% | $145,877+3.2% |
| Participation rate | 7.7% | 74.1%-66.4pp | 67.5%-59.8pp | 80.3%-72.6pp |
| Annual return | 9.56% | 84.11%-74.6pp | 66.63%-57.1pp | 551.28%-541.7pp |
| Employer contribution / active EE | $442 | $3,236-86.3% | $2,731-83.8% | $4,663-90.5% |
| Participant deferral / active EE | $2,878 | $5,294-45.6% | $4,523-36.4% | $6,691-57.0% |
| Admin fee / account holder | $634 | $7,261-91.3% | $6,160-89.7% | $13,402-95.3% |