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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 | $134,078 | $110,379+21.5% | $102,412+30.9% | $145,884-8.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.79% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,000 | $4,216-76.3% | $3,870-74.2% | $4,662-78.6% |
| Participant deferral / active EE | $15,241 | $5,622+171.1% | $5,060+201.2% | $6,690+127.8% |
| Admin fee / account holder | $12,917 | $9,745+32.6% | $8,388+54.0% | $13,392-3.5% |