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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 | $139,739 | $77,164+81.1% | $178,014-21.5% | $80,874+72.8% |
| Participation rate | 62.5% | 65.7%-3.2pp | 77.1%-14.6pp | 67.6%-5.1pp |
| Annual return | 15.81% | 18.09%-2.3pp | 294.80%-279.0pp | 35.62%-19.8pp |
| Employer contribution / active EE | $4,705 | $2,288+105.7% | $3,950+19.1% | $2,756+70.7% |
| Participant deferral / active EE | $8,674 | $4,408+96.8% | $6,276+38.2% | $4,297+101.9% |
| Admin fee / account holder | $5,107 | $7,164-28.7% | $10,362-50.7% | $6,935-26.4% |