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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 | $122,866 | $121,677+1.0% | $104,625+17.4% | $158,966-22.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 11.74% | 465.58%-453.8pp | 340.60%-328.9pp | 302.95%-291.2pp |
| Employer contribution / active EE | $648 | $3,165-79.5% | $2,681-75.8% | $4,762-86.4% |
| Participant deferral / active EE | $2,534 | $4,175-39.3% | $3,738-32.2% | $5,983-57.6% |
| Admin fee / account holder | $771 | $7,777-90.1% | $6,465-88.1% | $11,250-93.1% |