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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 | $139,658 | $110,410+26.5% | $102,437+36.3% | $145,897-4.3% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 11.73% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,777 | $4,217-57.9% | $3,871-54.1% | $4,663-61.9% |
| Participant deferral / active EE | $6,475 | $5,622+15.2% | $5,060+28.0% | $6,689-3.2% |
| Admin fee / account holder | $642 | $9,745-93.4% | $8,388-92.3% | $13,390-95.2% |