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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 | $142,050 | $103,393+37.4% | $87,103+63.1% | $152,909-7.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 17.99% | 28.10%-10.1pp | 28.19%-10.2pp | 345.46%-327.5pp |
| Employer contribution / active EE | $2,338 | $3,221-27.4% | $2,521-7.3% | $4,764-50.9% |
| Participant deferral / active EE | $9,041 | $4,778+89.2% | $4,049+123.3% | $5,851+54.5% |
| Admin fee / account holder | $8,857 | $12,195-27.4% | $7,491+18.2% | $11,601-23.6% |