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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 | $122,134 | $100,147+22.0% | $81,286+50.3% | $145,877-16.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 10.29% | 34.44%-24.1pp | 24.80%-14.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $926 | $2,977-68.9% | $2,463-62.4% | $4,663-80.1% |
| Participant deferral / active EE | $1,461 | $4,607-68.3% | $3,883-62.4% | $6,691-78.2% |
| Admin fee / account holder | $7,483 | $8,201-8.8% | $5,764+29.8% | $13,402-44.2% |