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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 | $72,071+84.8% | $68,368+94.8% | $137,256-3.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.93% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,530 | $2,788-45.1% | $2,649-42.3% | $4,156-63.2% |
| Participant deferral / active EE | $7,559 | $4,410+71.4% | $4,123+83.4% | $6,407+18.0% |
| Admin fee / account holder | $1,045 | $5,336-80.4% | $5,150-79.7% | $12,270-91.5% |