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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 | $137,886 | $97,078+42.0% | $103,065+33.8% | $145,897-5.5% |
| Participation rate | 53.3% | 81.1%-27.8pp | 80.6%-27.2pp | 80.3%-27.0pp |
| Annual return | 11.95% | 25.49%-13.5pp | 23.95%-12.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,705 | $4,680-63.6% | $4,675-63.5% | $4,663-63.4% |
| Participant deferral / active EE | $3,966 | $6,601-39.9% | $6,625-40.1% | $6,689-40.7% |
| Admin fee / account holder | $1,311 | $12,505-89.5% | $9,349-86.0% | $13,390-90.2% |