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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 | $124,572 | $89,259+39.6% | $107,187+16.2% | $82,637+50.7% |
| Participation rate | 41.3% | 67.9%-26.6pp | 75.0%-33.7pp | 68.1%-26.8pp |
| Annual return | 13.88% | 21.02%-7.1pp | 204.55%-190.7pp | 53.51%-39.6pp |
| Employer contribution / active EE | $960 | $3,080-68.8% | $3,782-74.6% | $2,552-62.4% |
| Participant deferral / active EE | $1,819 | $4,037-54.9% | $5,096-64.3% | $4,126-55.9% |
| Admin fee / account holder | $8,980 | $7,381+21.7% | $9,162-2.0% | $7,339+22.4% |