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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 | $102,938+20.9% | $94,105+32.3% | $138,895-10.4% |
| Participation rate | 43.8% | 74.6%-30.9pp | 71.9%-28.2pp | 79.9%-36.2pp |
| Annual return | 15.29% | 250.28%-235.0pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,029 | $2,732-62.3% | $2,504-58.9% | $4,194-75.5% |
| Participant deferral / active EE | $3,709 | $4,196-11.6% | $3,881-4.4% | $6,396-42.0% |
| Admin fee / account holder | $4,020 | $6,600-39.1% | $6,199-35.1% | $12,562-68.0% |