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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 | $140,430 | $98,760+42.2% | $149,715-6.2% | $79,858+75.9% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.5%-29.4pp | 69.6%-16.6pp |
| Annual return | 14.41% | 27.43%-13.0pp | 276.66%-262.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,042 | $3,217-36.5% | $4,645-56.0% | $2,471-17.3% |
| Participant deferral / active EE | $6,032 | $5,681+6.2% | $6,842-11.8% | $3,740+61.3% |
| Admin fee / account holder | $1,794 | $6,053-70.4% | $9,310-80.7% | $5,306-66.2% |