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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 | $128,921 | $117,829+9.4% | $102,423+25.9% | $145,877-11.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.49% | 31.83%-20.3pp | 29.42%-17.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,570 | $3,615-56.6% | $3,023-48.1% | $4,663-66.3% |
| Participant deferral / active EE | $10,027 | $5,732+74.9% | $5,054+98.4% | $6,691+49.9% |
| Admin fee / account holder | $513 | $13,335-96.2% | $9,455-94.6% | $13,402-96.2% |