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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 | $128,111 | $103,387+23.9% | $87,102+47.1% | $152,885-16.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 19.28% | 28.10%-8.8pp | 28.19%-8.9pp | 345.39%-326.1pp |
| Employer contribution / active EE | $1,209 | $3,221-62.5% | $2,521-52.0% | $4,763-74.6% |
| Participant deferral / active EE | $6,193 | $4,778+29.6% | $4,048+53.0% | $5,851+5.8% |
| Admin fee / account holder | $1,229 | $12,193-89.9% | $7,491-83.6% | $11,598-89.4% |