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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 | $124,719 | $156,616-20.4% | $133,346-6.5% | $198,609-37.2% |
| Participation rate | 64.3% | 77.7%-13.4pp | 72.8%-8.6pp | 82.4%-18.1pp |
| Annual return | 2.75% | 44.25%-41.5pp | 36.85%-34.1pp | 202.70%-200.0pp |
| Employer contribution / active EE | $903 | $3,368-73.2% | $2,853-68.4% | $5,055-82.1% |
| Participant deferral / active EE | $2,243 | $4,920-54.4% | $4,332-48.2% | $6,977-67.9% |
| Admin fee / account holder | $156,357 | $17,468+795.1% | $14,264+996.1% | $19,030+721.6% |