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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 | $123,375 | $78,690+56.8% | $161,489-23.6% | $87,485+41.0% |
| Participation rate | 43.5% | 67.5%-23.9pp | 78.7%-35.1pp | 68.9%-25.4pp |
| Annual return | 15.38% | 32.74%-17.4pp | 89.72%-74.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $956 | $2,588-63.0% | $4,268-77.6% | $2,596-63.2% |
| Participant deferral / active EE | $2,616 | $3,311-21.0% | $5,630-53.5% | $4,274-38.8% |
| Admin fee / account holder | $5,895 | $6,724-12.3% | $16,006-63.2% | $7,775-24.2% |