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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 | $122,134 | $100,262+21.8% | $81,370+50.1% | $145,897-16.3% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 10.29% | 34.52%-24.2pp | 24.85%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $926 | $2,979-68.9% | $2,464-62.4% | $4,663-80.1% |
| Participant deferral / active EE | $1,461 | $4,612-68.3% | $3,885-62.4% | $6,689-78.2% |
| Admin fee / account holder | $7,483 | $8,163-8.3% | $5,749+30.2% | $13,390-44.1% |