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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 | $118,469 | $156,616-24.4% | $133,346-11.2% | $198,609-40.4% |
| Participation rate | 65.0% | 77.7%-12.7pp | 72.8%-7.8pp | 82.4%-17.4pp |
| Annual return | 13.50% | 44.25%-30.8pp | 36.85%-23.4pp | 202.70%-189.2pp |
| Employer contribution / active EE | $778 | $3,368-76.9% | $2,853-72.7% | $5,055-84.6% |
| Participant deferral / active EE | $2,358 | $4,920-52.1% | $4,332-45.6% | $6,977-66.2% |
| Admin fee / account holder | $27,792 | $17,468+59.1% | $14,264+94.8% | $19,030+46.0% |