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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 | $97,751+41.1% | $103,447+33.3% | $145,877-5.5% |
| Participation rate | 53.3% | 81.1%-27.8pp | 80.5%-27.2pp | 80.3%-27.0pp |
| Annual return | 11.95% | 25.43%-13.5pp | 23.92%-12.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,705 | $4,684-63.6% | $4,678-63.5% | $4,663-63.4% |
| Participant deferral / active EE | $3,966 | $6,603-39.9% | $6,624-40.1% | $6,691-40.7% |
| Admin fee / account holder | $1,311 | $12,515-89.5% | $9,415-86.1% | $13,402-90.2% |