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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 | $122,528 | $117,904+3.9% | $102,457+19.6% | $145,978-16.1% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 10.38% | 31.80%-21.4pp | 29.41%-19.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $2,332 | $3,613-35.5% | $3,022-22.8% | $4,662-50.0% |
| Participant deferral / active EE | $3,359 | $5,733-41.4% | $5,054-33.5% | $6,690-49.8% |
| Admin fee / account holder | $73,180 | $13,329+449.0% | $9,451+674.3% | $13,400+446.1% |