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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 | $121,300 | $103,392+17.3% | $87,104+39.3% | $152,897-20.7% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 26.42% | 28.10%-1.7pp | 28.19%-1.8pp | 345.43%-319.0pp |
| Employer contribution / active EE | $1,209 | $3,221-62.5% | $2,521-52.1% | $4,764-74.6% |
| Participant deferral / active EE | $2,600 | $4,778-45.6% | $4,048-35.8% | $5,851-55.6% |
| Admin fee / account holder | $1,033 | $12,194-91.5% | $7,491-86.2% | $11,599-91.1% |