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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 | $139,590 | $86,298+61.8% | $111,308+25.4% | $85,847+62.6% |
| Participation rate | 40.5% | 73.3%-32.8pp | 77.3%-36.8pp | 69.3%-28.8pp |
| Annual return | 14.59% | 19.99%-5.4pp | 54.67%-40.1pp | 318.61%-304.0pp |
| Employer contribution / active EE | $832 | $2,044-59.3% | $2,732-69.5% | $2,565-67.6% |
| Participant deferral / active EE | $3,450 | $3,641-5.2% | $4,487-23.1% | $3,952-12.7% |
| Admin fee / account holder | $11,139 | $8,189+36.0% | $7,965+39.8% | $6,261+77.9% |