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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 | $117,846+3.1% | $102,434+18.6% | $145,884-16.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 16.76% | 31.90%-15.1pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,058 | $3,615-70.7% | $3,023-65.0% | $4,662-77.3% |
| Participant deferral / active EE | $5,427 | $5,733-5.3% | $5,055+7.4% | $6,690-18.9% |
| Admin fee / account holder | $2,663 | $13,356-80.1% | $9,462-71.9% | $13,392-80.1% |