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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 | $137,806 | $110,410+24.8% | $102,437+34.5% | $145,897-5.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.58% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,264 | $4,217-46.3% | $3,871-41.5% | $4,663-51.4% |
| Participant deferral / active EE | $7,921 | $5,622+40.9% | $5,060+56.5% | $6,689+18.4% |
| Admin fee / account holder | $606 | $9,745-93.8% | $8,388-92.8% | $13,390-95.5% |