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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 | $120,249 | $108,882+10.4% | $96,754+24.3% | $154,746-22.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 15.75% | 98.39%-82.6pp | 82.04%-66.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $943 | $3,018-68.8% | $2,679-64.8% | $4,379-78.5% |
| Participant deferral / active EE | $2,611 | $5,323-50.9% | $4,758-45.1% | $6,730-61.2% |
| Admin fee / account holder | $395 | $10,200-96.1% | $8,905-95.6% | $14,365-97.3% |