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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 | $121,240 | $94,766+27.9% | $112,923+7.4% | $139,487-13.1% |
| Participation rate | 57.1% | 81.3%-24.2pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 21.48% | 40.96%-19.5pp | 34.13%-12.7pp | 373.84%-352.4pp |
| Employer contribution / active EE | $2,616 | $4,636-43.6% | $4,570-42.8% | $4,755-45.0% |
| Participant deferral / active EE | $3,891 | $6,523-40.4% | $6,520-40.3% | $6,713-42.0% |
| Admin fee / account holder | $1,608 | $8,529-81.1% | $7,046-77.2% | $11,407-85.9% |