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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 | $120,917 | $77,901+55.2% | $149,717-19.2% | $75,181+60.8% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 18.17% | 31.73%-13.6pp | 134.41%-116.2pp | 160.69%-142.5pp |
| Employer contribution / active EE | $851 | $3,137-72.9% | $4,820-82.3% | $2,671-68.1% |
| Participant deferral / active EE | $6,968 | $3,411+104.3% | $5,682+22.6% | $4,126+68.9% |
| Admin fee / account holder | $2,460 | $5,949-58.7% | $13,213-81.4% | $5,650-56.5% |