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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 | $110,337+16.7% | $102,383+25.8% | $145,877-11.7% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 13.59% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,827 | $4,216-56.7% | $3,870-52.8% | $4,663-60.8% |
| Participant deferral / active EE | $5,137 | $5,621-8.6% | $5,060+1.5% | $6,691-23.2% |
| Admin fee / account holder | $2,743 | $9,750-71.9% | $8,391-67.3% | $13,402-79.5% |