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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 | $136,015 | $124,346+9.4% | $111,306+22.2% | $167,553-18.8% |
| Participation rate | 47.1% | 79.6%-32.6pp | 77.3%-30.3pp | 82.1%-35.1pp |
| Annual return | 15.36% | 37.46%-22.1pp | 54.67%-39.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,579 | $3,438-54.1% | $2,732-42.2% | $4,840-67.4% |
| Participant deferral / active EE | $5,901 | $5,182+13.9% | $4,488+31.5% | $6,343-7.0% |
| Admin fee / account holder | $3,299 | $10,623-68.9% | $7,966-58.6% | $12,316-73.2% |