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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 | $123,187 | $77,814+58.3% | $158,223-22.1% | $86,983+41.6% |
| Participation rate | 55.6% | 68.4%-12.9pp | 79.2%-23.6pp | 69.5%-14.0pp |
| Annual return | 17.93% | 30.54%-12.6pp | 52.09%-34.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $536 | $2,592-79.3% | $4,109-86.9% | $2,584-79.2% |
| Participant deferral / active EE | $1,899 | $3,270-41.9% | $5,467-65.3% | $4,194-54.7% |
| Admin fee / account holder | $993 | $5,879-83.1% | $16,047-93.8% | $7,856-87.4% |