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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 | $139,541 | $110,379+26.4% | $102,412+36.3% | $145,884-4.3% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 10.88% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,029 | $4,216-75.6% | $3,870-73.4% | $4,662-77.9% |
| Participant deferral / active EE | $4,330 | $5,622-23.0% | $5,060-14.4% | $6,690-35.3% |
| Admin fee / account holder | $3,389 | $9,745-65.2% | $8,388-59.6% | $13,392-74.7% |