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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 | $129,546 | $98,760+31.2% | $149,715-13.5% | $79,858+62.2% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 17.58% | 27.43%-9.8pp | 276.66%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $2,436 | $3,217-24.3% | $4,645-47.5% | $2,471-1.4% |
| Participant deferral / active EE | $6,253 | $5,681+10.1% | $6,842-8.6% | $3,740+67.2% |
| Admin fee / account holder | $1,048 | $6,053-82.7% | $9,310-88.7% | $5,306-80.2% |