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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 | $123,819 | $106,267+16.5% | $96,520+28.3% | $139,456-11.2% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 16.31% | 38.45%-22.1pp | 35.72%-19.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,583 | $4,105-61.4% | $3,739-57.7% | $4,753-66.7% |
| Participant deferral / active EE | $3,301 | $5,454-39.5% | $4,879-32.3% | $6,711-50.8% |
| Admin fee / account holder | $1,739 | $7,882-77.9% | $6,733-74.2% | $11,407-84.8% |