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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 | $110,379+10.8% | $102,412+19.4% | $145,884-16.2% |
| Participation rate | 29.2% | 77.9%-48.8pp | 74.5%-45.3pp | 80.3%-51.1pp |
| Annual return | 11.93% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $993 | $4,216-76.4% | $3,870-74.3% | $4,662-78.7% |
| Participant deferral / active EE | $3,552 | $5,622-36.8% | $5,060-29.8% | $6,690-46.9% |
| Admin fee / account holder | $13,047 | $9,745+33.9% | $8,388+55.6% | $13,392-2.6% |