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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 | $119,779 | $99,652+20.2% | $78,778+52.0% | $147,586-18.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 11.43% | 47.28%-35.9pp | 35.62%-24.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $465 | $2,796-83.4% | $1,986-76.6% | $4,876-90.5% |
| Participant deferral / active EE | $2,278 | $3,664-37.8% | $2,958-23.0% | $5,439-58.1% |
| Admin fee / account holder | $679 | $7,155-90.5% | $5,134-86.8% | $10,886-93.8% |