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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 | $96,838 | $211,224-54.2% | $178,505-45.8% | $145,897-33.6% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 13.93% | 30.28%-16.3pp | 27.16%-13.2pp | 552.29%-538.4pp |
| Employer contribution / active EE | $872 | $4,577-80.9% | $3,955-77.9% | $4,663-81.3% |
| Participant deferral / active EE | $5,058 | $6,966-27.4% | $6,280-19.5% | $6,689-24.4% |
| Admin fee / account holder | $5,026 | $12,109-58.5% | $10,428-51.8% | $13,390-62.5% |