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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 | $106,974+7.2% | $90,796+26.3% | $138,895-17.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.5%-9.5pp | 79.9%-19.9pp |
| Annual return | 13.69% | 20.10%-6.4pp | 19.29%-5.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $509 | $2,609-80.5% | $2,294-77.8% | $4,194-87.9% |
| Participant deferral / active EE | $3,041 | $4,455-31.7% | $3,822-20.4% | $6,396-52.5% |
| Admin fee / account holder | $40,588 | $8,626+370.5% | $7,024+477.9% | $12,562+223.1% |