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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 | $120,819 | $117,895+2.5% | $102,460+17.9% | $145,897-17.2% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 12.32% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,908 | $3,619-47.3% | $3,025-36.9% | $4,663-59.1% |
| Participant deferral / active EE | $8,608 | $5,736+50.1% | $5,056+70.2% | $6,689+28.7% |
| Admin fee / account holder | $2,114 | $13,353-84.2% | $9,460-77.7% | $13,390-84.2% |