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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 | $144,218 | $103,393+39.5% | $87,103+65.6% | $152,909-5.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 25.85% | 28.10%-2.3pp | 28.19%-2.3pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,889 | $3,221-41.4% | $2,521-25.1% | $4,764-60.4% |
| Participant deferral / active EE | $5,630 | $4,778+17.8% | $4,049+39.1% | $5,851-3.8% |
| Admin fee / account holder | $19,544 | $12,195+60.3% | $7,491+160.9% | $11,601+68.5% |