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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 | $235,136 | $817,678-71.2% | $392,568-40.1% | $152,909+53.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.1%-35.2pp | 82.5%-39.6pp |
| Annual return | 16.88% | 22.84%-6.0pp | 24.42%-7.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $938 | $5,502-83.0% | $3,783-75.2% | $4,764-80.3% |
| Participant deferral / active EE | $2,773 | $8,398-67.0% | $5,985-53.7% | $5,851-52.6% |
| Admin fee / account holder | $3,785 | $12,095-68.7% | $6,260-39.5% | $11,601-67.4% |