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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 | $80,587 | $124,346-35.2% | $111,306-27.6% | $167,553-51.9% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 15.32% | 37.46%-22.1pp | 54.67%-39.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $1,236 | $3,438-64.0% | $2,732-54.7% | $4,840-74.5% |
| Participant deferral / active EE | $5,969 | $5,182+15.2% | $4,488+33.0% | $6,343-5.9% |
| Admin fee / account holder | $13,077 | $10,623+23.1% | $7,966+64.2% | $12,316+6.2% |