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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 | $142,944 | $111,787+27.9% | $93,681+52.6% | $145,978-2.1% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 15.04% | 203.52%-188.5pp | 133.47%-118.4pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,043 | $3,093-66.3% | $2,422-56.9% | $4,662-77.6% |
| Participant deferral / active EE | $4,604 | $4,918-6.4% | $4,415+4.3% | $6,690-31.2% |
| Admin fee / account holder | $2,175 | $10,256-78.8% | $8,290-73.8% | $13,400-83.8% |