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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 | $136,443 | $105,856+28.9% | $90,161+51.3% | $147,586-7.6% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.2pp | 82.8%-19.2pp |
| Annual return | 18.88% | 37.63%-18.8pp | 34.89%-16.0pp | 578.59%-559.7pp |
| Employer contribution / active EE | $3,449 | $4,126-16.4% | $3,318+3.9% | $4,876-29.3% |
| Participant deferral / active EE | $4,923 | $5,733-14.1% | $5,287-6.9% | $5,439-9.5% |
| Admin fee / account holder | $8,399 | $8,046+4.4% | $5,943+41.3% | $10,886-22.8% |