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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 | $121,343 | $124,346-2.4% | $111,306+9.0% | $167,553-27.6% |
| Participation rate | 17.6% | 79.6%-62.0pp | 77.3%-59.7pp | 82.1%-64.5pp |
| Annual return | 13.65% | 37.46%-23.8pp | 54.67%-41.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $948 | $3,438-72.4% | $2,732-65.3% | $4,840-80.4% |
| Participant deferral / active EE | $1,861 | $5,182-64.1% | $4,488-58.5% | $6,343-70.7% |
| Admin fee / account holder | $7,442 | $10,623-29.9% | $7,966-6.6% | $12,316-39.6% |