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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 | $124,314 | $104,251+19.2% | $91,004+36.6% | $147,586-15.8% |
| Participation rate | 61.9% | 78.2%-16.3pp | 75.6%-13.7pp | 82.8%-20.9pp |
| Annual return | 18.06% | 27.06%-9.0pp | 4.60%+13.5pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,537 | $3,116-50.7% | $2,456-37.4% | $4,876-68.5% |
| Participant deferral / active EE | $2,719 | $4,195-35.2% | $3,548-23.4% | $5,439-50.0% |
| Admin fee / account holder | $949 | $8,948-89.4% | $5,417-82.5% | $10,886-91.3% |