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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 | $170,769 | $93,346+82.9% | $71,796+137.9% | $273,972-37.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 10.27% | 130.39%-120.1pp | 78.04%-67.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $965 | $2,733-64.7% | $1,924-49.8% | $4,869-80.2% |
| Participant deferral / active EE | $5,614 | $3,475+61.5% | $2,794+100.9% | $5,287+6.2% |
| Admin fee / account holder | $1,023 | $6,571-84.4% | $4,815-78.8% | $10,133-89.9% |