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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 | $137,914 | $102,938+34.0% | $94,105+46.6% | $138,895-0.7% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 17.59% | 250.28%-232.7pp | 204.55%-187.0pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,196 | $2,732-56.2% | $2,504-52.2% | $4,194-71.5% |
| Participant deferral / active EE | $6,845 | $4,196+63.1% | $3,881+76.4% | $6,396+7.0% |
| Admin fee / account holder | $9,535 | $6,600+44.5% | $6,199+53.8% | $12,562-24.1% |