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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 | $121,454 | $103,387+17.5% | $87,102+39.4% | $152,885-20.6% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 22.18% | 28.10%-5.9pp | 28.19%-6.0pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,310 | $3,221-59.3% | $2,521-48.0% | $4,763-72.5% |
| Participant deferral / active EE | $6,158 | $4,778+28.9% | $4,048+52.1% | $5,851+5.2% |
| Admin fee / account holder | $7,522 | $12,193-38.3% | $7,491+0.4% | $11,598-35.1% |