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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 | $139,309 | $91,037+53.0% | $71,671+94.4% | $147,585-5.6% |
| Participation rate | 64.7% | 76.1%-11.4pp | 68.7%-4.0pp | 82.8%-18.1pp |
| Annual return | 16.84% | 20.48%-3.6pp | 20.65%-3.8pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,927 | $3,327-42.1% | $2,460-21.7% | $4,876-60.5% |
| Participant deferral / active EE | $5,414 | $4,498+20.4% | $3,438+57.5% | $5,439-0.5% |
| Admin fee / account holder | $2,258 | $8,613-73.8% | $5,558-59.4% | $10,886-79.3% |