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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 | $125,128 | $106,247+17.8% | $96,515+29.6% | $139,466-10.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 17.27% | 38.47%-21.2pp | 35.73%-18.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,187 | $4,106-71.1% | $3,740-68.3% | $4,754-75.0% |
| Participant deferral / active EE | $2,453 | $5,456-55.0% | $4,880-49.7% | $6,712-63.5% |
| Admin fee / account holder | $1,483 | $7,885-81.2% | $6,735-78.0% | $11,409-87.0% |