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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 | $120,497 | $106,247+13.4% | $96,515+24.8% | $139,466-13.6% |
| Participation rate | 41.2% | 77.8%-36.7pp | 74.3%-33.2pp | 80.3%-39.2pp |
| Annual return | 22.23% | 38.47%-16.2pp | 35.73%-13.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,247 | $4,106-69.6% | $3,740-66.7% | $4,754-73.8% |
| Participant deferral / active EE | $1,980 | $5,456-63.7% | $4,880-59.4% | $6,712-70.5% |
| Admin fee / account holder | $2,874 | $7,885-63.5% | $6,735-57.3% | $11,409-74.8% |