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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 | $130,591 | $70,684+84.8% | $169,397-22.9% | $75,177+73.7% |
| Participation rate | 57.7% | 64.8%-7.1pp | 77.2%-19.5pp | 67.2%-9.5pp |
| Annual return | 17.38% | 36.38%-19.0pp | 406.23%-388.8pp | 160.75%-143.4pp |
| Employer contribution / active EE | $664 | $2,211-70.0% | $4,013-83.5% | $2,671-75.1% |
| Participant deferral / active EE | $2,657 | $4,310-38.4% | $6,223-57.3% | $4,126-35.6% |
| Admin fee / account holder | $3,609 | $5,404-33.2% | $9,017-60.0% | $5,651-36.1% |