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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 | $124,487 | $101,618+22.5% | $93,063+33.8% | $137,256-9.3% |
| Participation rate | 43.8% | 74.9%-31.2pp | 72.1%-28.4pp | 80.0%-36.2pp |
| Annual return | 15.29% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,029 | $2,707-62.0% | $2,476-58.5% | $4,156-75.2% |
| Participant deferral / active EE | $3,709 | $4,279-13.3% | $3,958-6.3% | $6,407-42.1% |
| Admin fee / account holder | $4,020 | $6,198-35.1% | $6,033-33.4% | $12,270-67.2% |