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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 | $135,955 | $93,346+45.6% | $71,796+89.4% | $273,972-50.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 7.10% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,925 | $2,733-29.6% | $1,9240% | $4,869-60.5% |
| Participant deferral / active EE | $3,879 | $3,475+11.6% | $2,794+38.8% | $5,287-26.6% |
| Admin fee / account holder | $423 | $6,571-93.6% | $4,815-91.2% | $10,133-95.8% |