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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 | $131,145 | $85,766+52.9% | $136,298-3.8% | $70,126+87.0% |
| Participation rate | 59.5% | 74.2%-14.7pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 15.12% | 31.46%-16.3pp | 5156.27%-5141.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $631 | $2,966-78.7% | $4,696-86.6% | $2,343-73.1% |
| Participant deferral / active EE | $6,945 | $5,051+37.5% | $6,247+11.2% | $3,332+108.4% |
| Admin fee / account holder | $2,568 | $5,421-52.6% | $9,244-72.2% | $4,645-44.7% |