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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 | $116,009 | $83,337+39.2% | $67,834+71.0% | $273,972-57.7% |
| Participation rate | 62.5% | 76.4%-13.9pp | 68.8%-6.3pp | 83.0%-20.5pp |
| Annual return | 4.76% | 259.45%-254.7pp | 138.47%-133.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $606 | $3,287-81.6% | $2,403-74.8% | $4,869-87.5% |
| Participant deferral / active EE | $2,968 | $4,088-27.4% | $3,160-6.1% | $5,287-43.9% |
| Admin fee / account holder | $1,643 | $6,752-75.7% | $4,622-64.5% | $10,133-83.8% |