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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 | $107,808 | $100,279+7.5% | $81,353+32.5% | $145,884-26.1% |
| Participation rate | 39.1% | 74.3%-35.1pp | 69.5%-30.4pp | 80.3%-41.2pp |
| Annual return | 13.19% | 34.49%-21.3pp | 24.82%-11.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $460 | $2,979-84.6% | $2,464-81.3% | $4,662-90.1% |
| Participant deferral / active EE | $3,345 | $4,611-27.5% | $3,885-13.9% | $6,690-50.0% |
| Admin fee / account holder | $3,862 | $8,206-52.9% | $5,766-33.0% | $13,392-71.2% |