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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 | $133,867 | $76,407+75.2% | $150,298-10.9% | $82,448+62.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 15.38% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $602 | $2,614-77.0% | $4,154-85.5% | $2,551-76.4% |
| Participant deferral / active EE | $6,613 | $3,214+105.7% | $5,453+21.3% | $4,139+59.8% |
| Admin fee / account holder | $9,564 | $6,352+50.6% | $14,116-32.2% | $7,234+32.2% |