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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 | $117,895+9.4% | $102,460+25.8% | $145,897-11.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.49% | 31.92%-20.4pp | 29.47%-18.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,570 | $3,619-56.6% | $3,025-48.1% | $4,663-66.3% |
| Participant deferral / active EE | $10,027 | $5,736+74.8% | $5,056+98.3% | $6,689+49.9% |
| Admin fee / account holder | $513 | $13,353-96.2% | $9,460-94.6% | $13,390-96.2% |