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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 | $125,963 | $107,368+17.3% | $92,915+35.6% | $152,909-17.6% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.5%-43.6pp |
| Annual return | 24.20% | 145.64%-121.4pp | 109.45%-85.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $1,033 | $4,222-75.5% | $3,653-71.7% | $4,764-78.3% |
| Participant deferral / active EE | $2,940 | $4,848-39.4% | $4,238-30.6% | $5,851-49.8% |
| Admin fee / account holder | $3,576 | $7,082-49.5% | $5,796-38.3% | $11,601-69.2% |