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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 | $114,665 | $97,125+18.1% | $86,233+33.0% | $137,256-16.5% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.0%-23.2pp | 80.0%-34.1pp |
| Annual return | 19.32% | 74.19%-54.9pp | 61.39%-42.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,120 | $2,841-60.6% | $2,504-55.3% | $4,156-73.1% |
| Participant deferral / active EE | $3,736 | $5,180-27.9% | $4,559-18.1% | $6,407-41.7% |
| Admin fee / account holder | $2,863 | $9,725-70.6% | $8,342-65.7% | $12,270-76.7% |