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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 | $124,669 | $228,352-45.4% | $185,827-32.9% | $158,950-21.6% |
| Participation rate | 42.1% | 82.3%-40.2pp | 78.0%-35.9pp | 82.0%-39.9pp |
| Annual return | 10.17% | 40.81%-30.6pp | 35.96%-25.8pp | 302.91%-292.7pp |
| Employer contribution / active EE | $542 | $4,967-89.1% | $4,087-86.7% | $4,762-88.6% |
| Participant deferral / active EE | $2,445 | $6,416-61.9% | $5,633-56.6% | $5,983-59.1% |
| Admin fee / account holder | $10,724 | $11,867-9.6% | $9,502+12.9% | $11,248-4.7% |