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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 | $143,517 | $114,013+25.9% | $103,693+38.4% | $155,188-7.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 13.40% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,767 | $3,131-43.6% | $2,920-39.5% | $4,248-58.4% |
| Participant deferral / active EE | $9,409 | $4,970+89.3% | $4,579+105.5% | $6,531+44.1% |
| Admin fee / account holder | $9,700 | $8,407+15.4% | $7,858+23.4% | $14,480-33.0% |