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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 | $125,971 | $91,198+38.1% | $178,503-29.4% | $79,856+57.7% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 14.02% | 24.20%-10.2pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $828 | $3,257-74.6% | $5,011-83.5% | $2,471-66.5% |
| Participant deferral / active EE | $5,230 | $3,237+61.6% | $5,202+0.5% | $3,741+39.8% |
| Admin fee / account holder | $5,381 | $6,748-20.3% | $13,987-61.5% | $5,306+1.4% |