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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 | $128,755 | $110,410+16.6% | $102,437+25.7% | $145,897-11.7% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 13.59% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,827 | $4,217-56.7% | $3,871-52.8% | $4,663-60.8% |
| Participant deferral / active EE | $5,137 | $5,622-8.6% | $5,060+1.5% | $6,689-23.2% |
| Admin fee / account holder | $2,743 | $9,745-71.8% | $8,388-67.3% | $13,390-79.5% |