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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 | $136,452 | $110,379+23.6% | $102,412+33.2% | $145,884-6.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.51% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,179 | $4,216-24.6% | $3,870-17.8% | $4,662-31.8% |
| Participant deferral / active EE | $7,786 | $5,622+38.5% | $5,060+53.9% | $6,690+16.4% |
| Admin fee / account holder | $2,432 | $9,745-75.0% | $8,388-71.0% | $13,392-81.8% |