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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 | $109,122 | $104,251+4.7% | $91,004+19.9% | $147,585-26.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 13.43% | 27.06%-13.6pp | 4.60%+8.8pp | 578.58%-565.2pp |
| Employer contribution / active EE | $653 | $3,116-79.0% | $2,456-73.4% | $4,876-86.6% |
| Participant deferral / active EE | $5,078 | $4,195+21.1% | $3,548+43.1% | $5,439-6.6% |
| Admin fee / account holder | $768 | $8,948-91.4% | $5,417-85.8% | $10,886-92.9% |