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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 | $78,690+70.1% | $161,489-17.1% | $87,485+53.0% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 15.38% | 32.74%-17.4pp | 89.72%-74.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $602 | $2,588-76.7% | $4,268-85.9% | $2,596-76.8% |
| Participant deferral / active EE | $6,613 | $3,311+99.7% | $5,630+17.5% | $4,274+54.7% |
| Admin fee / account holder | $9,564 | $6,724+42.3% | $16,006-40.2% | $7,775+23.0% |