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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 | $133,899 | $113,338+18.1% | $94,993+41.0% | $147,586-9.3% |
| Participation rate | 36.4% | 78.0%-41.6pp | 73.9%-37.5pp | 82.8%-46.5pp |
| Annual return | 16.33% | 20.80%-4.5pp | 27.14%-10.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $608 | $3,160-80.8% | $2,603-76.7% | $4,876-87.5% |
| Participant deferral / active EE | $2,025 | $3,777-46.4% | $3,317-39.0% | $5,439-62.8% |
| Admin fee / account holder | $9,269 | $6,063+52.9% | $4,960+86.9% | $10,886-14.9% |