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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 | $140,426 | $110,337+27.3% | $102,383+37.2% | $145,877-3.7% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 16.31% | 24.83%-8.5pp | 24.94%-8.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,037 | $4,216-51.7% | $3,870-47.4% | $4,663-56.3% |
| Participant deferral / active EE | $5,680 | $5,621+1.0% | $5,060+12.3% | $6,691-15.1% |
| Admin fee / account holder | $5,189 | $9,750-46.8% | $8,391-38.2% | $13,402-61.3% |