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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 | $117,613 | $101,618+15.7% | $93,063+26.4% | $137,256-14.3% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 16.05% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,149 | $2,707-57.6% | $2,476-53.6% | $4,156-72.4% |
| Participant deferral / active EE | $2,799 | $4,279-34.6% | $3,958-29.3% | $6,407-56.3% |
| Admin fee / account holder | $3,460 | $6,198-44.2% | $6,033-42.7% | $12,270-71.8% |