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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 | $115,728 | $101,950+13.5% | $125,529-7.8% | $86,983+33.0% |
| Participation rate | 54.5% | 70.2%-15.6pp | 74.7%-20.2pp | 69.5%-15.0pp |
| Annual return | 15.73% | 18.29%-2.6pp | 202.56%-186.8pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,256 | $2,358-46.8% | $3,058-58.9% | $2,584-51.4% |
| Participant deferral / active EE | $2,619 | $3,862-32.2% | $4,813-45.6% | $4,194-37.5% |
| Admin fee / account holder | $7,957 | $12,791-37.8% | $16,298-51.2% | $7,856+1.3% |