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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 | $133,009 | $110,379+20.5% | $102,412+29.9% | $145,884-8.8% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 12.74% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $3,046 | $4,216-27.8% | $3,870-21.3% | $4,662-34.7% |
| Participant deferral / active EE | $4,943 | $5,622-12.1% | $5,060-2.3% | $6,690-26.1% |
| Admin fee / account holder | $1,550 | $9,745-84.1% | $8,388-81.5% | $13,392-88.4% |