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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 | $120,006 | $117,895+1.8% | $102,460+17.1% | $145,897-17.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 16.20% | 31.92%-15.7pp | 29.47%-13.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,297 | $3,619-36.5% | $3,025-24.1% | $4,663-50.7% |
| Participant deferral / active EE | $8,426 | $5,736+46.9% | $5,056+66.7% | $6,689+26.0% |
| Admin fee / account holder | $11,252 | $13,353-15.7% | $9,460+18.9% | $13,390-16.0% |