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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 | $134,715 | $63,354+112.6% | $94,105+43.2% | $82,637+63.0% |
| Participation rate | 53.6% | 63.8%-10.3pp | 71.9%-18.4pp | 68.1%-14.5pp |
| Annual return | 18.56% | 34.36%-15.8pp | 204.55%-186.0pp | 53.51%-34.9pp |
| Employer contribution / active EE | $608 | $1,760-65.4% | $2,504-75.7% | $2,552-76.2% |
| Participant deferral / active EE | $1,777 | $2,873-38.2% | $3,881-54.2% | $4,126-56.9% |
| Admin fee / account holder | $771 | $5,073-84.8% | $6,199-87.6% | $7,339-89.5% |