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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 | $133,870 | $103,392+29.5% | $87,104+53.7% | $152,897-12.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 26.54% | 28.10%-1.6pp | 28.19%-1.6pp | 345.43%-318.9pp |
| Employer contribution / active EE | $1,181 | $3,221-63.3% | $2,521-53.2% | $4,764-75.2% |
| Participant deferral / active EE | $4,238 | $4,778-11.3% | $4,048+4.7% | $5,851-27.6% |
| Admin fee / account holder | $1,970 | $12,194-83.8% | $7,491-73.7% | $11,599-83.0% |