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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 | $137,619 | $100,262+37.3% | $81,370+69.1% | $145,897-5.7% |
| Participation rate | 39.1% | 74.3%-35.1pp | 69.5%-30.4pp | 80.3%-41.2pp |
| Annual return | 27.34% | 34.52%-7.2pp | 24.85%+2.5pp | 552.29%-524.9pp |
| Employer contribution / active EE | $1,366 | $2,979-54.2% | $2,464-44.6% | $4,663-70.7% |
| Participant deferral / active EE | $4,344 | $4,612-5.8% | $3,885+11.8% | $6,689-35.1% |
| Admin fee / account holder | $5,071 | $8,163-37.9% | $5,749-11.8% | $13,390-62.1% |