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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 | $177,711 | $125,778+41.3% | $114,563+55.1% | $154,746+14.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 8.04% | 295.14%-287.1pp | 241.09%-233.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $333 | $2,806-88.1% | $2,592-87.1% | $4,379-92.4% |
| Participant deferral / active EE | $1,033 | $4,445-76.8% | $4,142-75.1% | $6,730-84.6% |
| Admin fee / account holder | $859 | $8,190-89.5% | $7,623-88.7% | $14,365-94.0% |