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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 | $129,563 | $94,749+36.7% | $112,899+14.8% | $139,466-7.1% |
| Participation rate | 65.2% | 81.3%-16.1pp | 80.5%-15.3pp | 80.3%-15.1pp |
| Annual return | 19.06% | 40.92%-21.9pp | 34.11%-15.1pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,401 | $4,630-69.7% | $4,566-69.3% | $4,754-70.5% |
| Participant deferral / active EE | $5,375 | $6,517-17.5% | $6,516-17.5% | $6,712-19.9% |
| Admin fee / account holder | $58,462 | $8,530+585.4% | $7,047+729.5% | $11,409+412.4% |