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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 | $121,481 | $117,895+3.0% | $102,460+18.6% | $145,897-16.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 16.76% | 31.92%-15.2pp | 29.47%-12.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,058 | $3,619-70.8% | $3,025-65.0% | $4,663-77.3% |
| Participant deferral / active EE | $5,427 | $5,736-5.4% | $5,056+7.3% | $6,689-18.9% |
| Admin fee / account holder | $2,663 | $13,353-80.1% | $9,460-71.8% | $13,390-80.1% |