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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 | $121,592 | $101,618+19.7% | $93,063+30.7% | $137,256-11.4% |
| Participation rate | 41.7% | 74.9%-33.3pp | 72.1%-30.4pp | 80.0%-38.3pp |
| Annual return | 14.50% | 223.95%-209.4pp | 34.15%-19.7pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,257 | $2,707-53.6% | $2,476-49.2% | $4,156-69.7% |
| Participant deferral / active EE | $4,835 | $4,279+13.0% | $3,958+22.2% | $6,407-24.5% |
| Admin fee / account holder | $1,770 | $6,198-71.4% | $6,033-70.7% | $12,270-85.6% |