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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 | $118,874 | $100,279+18.5% | $81,353+46.1% | $145,884-18.5% |
| Participation rate | 61.9% | 74.3%-12.4pp | 69.5%-7.6pp | 80.3%-18.4pp |
| Annual return | 19.73% | 34.49%-14.8pp | 24.82%-5.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $441 | $2,979-85.2% | $2,464-82.1% | $4,662-90.5% |
| Participant deferral / active EE | $2,847 | $4,611-38.3% | $3,885-26.7% | $6,690-57.4% |
| Admin fee / account holder | $20,157 | $8,206+145.6% | $5,766+249.6% | $13,392+50.5% |