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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 | $177,272 | $225,673-21.4% | $203,872-13.0% | $155,188+14.2% |
| Participation rate | 36.4% | 80.3%-43.9pp | 77.8%-41.4pp | 80.8%-44.4pp |
| Annual return | 12.35% | 95.91%-83.6pp | 85.11%-72.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $552 | $4,099-86.5% | $3,757-85.3% | $4,248-87.0% |
| Participant deferral / active EE | $1,511 | $6,893-78.1% | $6,388-76.3% | $6,531-76.9% |
| Admin fee / account holder | $1,231 | $12,327-90.0% | $11,730-89.5% | $14,480-91.5% |