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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 | $123,012 | $110,240+11.6% | $96,544+27.4% | $139,487-11.8% |
| Participation rate | 47.6% | 78.1%-30.5pp | 76.0%-28.4pp | 80.3%-32.7pp |
| Annual return | 15.05% | 26.41%-11.4pp | 25.88%-10.8pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,977 | $3,622-45.4% | $2,966-33.4% | $4,755-58.4% |
| Participant deferral / active EE | $2,742 | $5,549-50.6% | $4,851-43.5% | $6,713-59.1% |
| Admin fee / account holder | $14,162 | $11,602+22.1% | $8,254+71.6% | $11,407+24.1% |