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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 | $122,266 | $111,814+9.3% | $103,374+18.3% | $145,959-16.2% |
| Participation rate | 29.2% | 77.9%-48.8pp | 74.5%-45.3pp | 80.3%-51.1pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.89%-13.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $993 | $4,214-76.4% | $3,869-74.3% | $4,661-78.7% |
| Participant deferral / active EE | $3,552 | $5,618-36.8% | $5,058-29.8% | $6,689-46.9% |
| Admin fee / account holder | $13,047 | $9,754+33.8% | $8,394+55.4% | $13,398-2.6% |