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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 | $120,109 | $113,338+6.0% | $94,993+26.4% | $147,586-18.6% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.9%-33.9pp | 82.8%-42.8pp |
| Annual return | 15.51% | 20.80%-5.3pp | 27.14%-11.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $929 | $3,160-70.6% | $2,603-64.3% | $4,876-80.9% |
| Participant deferral / active EE | $8,400 | $3,777+122.4% | $3,317+153.2% | $5,439+54.4% |
| Admin fee / account holder | $783 | $6,063-87.1% | $4,960-84.2% | $10,886-92.8% |