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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 | $114,651 | $103,164+11.1% | $90,259+27.0% | $154,746-25.9% |
| Participation rate | 60.0% | 76.1%-16.1pp | 70.7%-10.7pp | 80.7%-20.7pp |
| Annual return | 13.69% | 19.25%-5.6pp | 18.88%-5.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $509 | $2,532-79.9% | $2,291-77.8% | $4,379-88.4% |
| Participant deferral / active EE | $3,041 | $4,422-31.2% | $3,827-20.5% | $6,730-54.8% |
| Admin fee / account holder | $40,588 | $8,593+372.3% | $7,267+458.5% | $14,365+182.5% |