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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 | $129,134 | $110,379+17.0% | $102,412+26.1% | $145,884-11.5% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 12.08% | 24.84%-12.8pp | 24.94%-12.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,308 | $4,216-45.3% | $3,870-40.4% | $4,662-50.5% |
| Participant deferral / active EE | $5,667 | $5,622+0.8% | $5,060+12.0% | $6,690-15.3% |
| Admin fee / account holder | $11,449 | $9,745+17.5% | $8,388+36.5% | $13,392-14.5% |