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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 | $135,322 | $127,779+5.9% | $106,551+27.0% | $167,518-19.2% |
| Participation rate | 27.3% | 78.3%-51.0pp | 76.1%-48.9pp | 82.1%-54.8pp |
| Annual return | 10.39% | 33.87%-23.5pp | 26.80%-16.4pp | 478.71%-468.3pp |
| Employer contribution / active EE | $621 | $3,427-81.9% | $2,819-78.0% | $4,838-87.2% |
| Participant deferral / active EE | $2,027 | $5,088-60.1% | $4,398-53.9% | $6,342-68.0% |
| Admin fee / account holder | $622 | $11,228-94.5% | $7,408-91.6% | $12,312-94.9% |