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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 | $111,136 | $93,346+19.1% | $71,796+54.8% | $273,972-59.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 8.34% | 130.39%-122.0pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,437 | $2,733-47.4% | $1,924-25.3% | $4,869-70.5% |
| Participant deferral / active EE | $8,550 | $3,475+146.0% | $2,794+206.0% | $5,287+61.7% |
| Admin fee / account holder | $506 | $6,571-92.3% | $4,815-89.5% | $10,133-95.0% |