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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 | $134,666 | $118,488+13.7% | $98,462+36.8% | $139,487-3.5% |
| Participation rate | 57.1% | 77.5%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 12.49% | 18.96%-6.5pp | 21.17%-8.7pp | 373.84%-361.4pp |
| Employer contribution / active EE | $1,321 | $3,611-63.4% | $3,049-56.7% | $4,755-72.2% |
| Participant deferral / active EE | $4,060 | $5,393-24.7% | $4,738-14.3% | $6,713-39.5% |
| Admin fee / account holder | $13,101 | $13,868-5.5% | $8,875+47.6% | $11,407+14.9% |