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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 | $125,022 | $98,760+26.6% | $149,710-16.5% | $79,860+56.6% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.5%-22.9pp | 69.6%-10.1pp |
| Annual return | 21.94% | 27.43%-5.5pp | 276.63%-254.7pp | 31.72%-9.8pp |
| Employer contribution / active EE | $631 | $3,217-80.4% | $4,645-86.4% | $2,471-74.4% |
| Participant deferral / active EE | $3,482 | $5,681-38.7% | $6,842-49.1% | $3,740-6.9% |
| Admin fee / account holder | $1,049 | $6,053-82.7% | $9,309-88.7% | $5,306-80.2% |