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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 | $133,184 | $114,013+16.8% | $103,693+28.4% | $155,188-14.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.93% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,530 | $3,131-51.2% | $2,920-47.6% | $4,248-64.0% |
| Participant deferral / active EE | $7,559 | $4,970+52.1% | $4,579+65.1% | $6,531+15.7% |
| Admin fee / account holder | $1,045 | $8,407-87.6% | $7,858-86.7% | $14,480-92.8% |