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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 | $80,631 | $232,540-65.3% | $185,117-56.4% | $147,586-45.4% |
| Participation rate | 52.6% | 82.4%-29.7pp | 77.3%-24.6pp | 82.8%-30.2pp |
| Annual return | 8.15% | 43.03%-34.9pp | 40.50%-32.3pp | 578.59%-570.4pp |
| Employer contribution / active EE | $721 | $5,195-86.1% | $4,182-82.8% | $4,876-85.2% |
| Participant deferral / active EE | $5,444 | $5,834-6.7% | $5,045+7.9% | $5,439+0.1% |
| Admin fee / account holder | $2,929 | $10,275-71.5% | $8,159-64.1% | $10,886-73.1% |