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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 | $139,463 | $117,846+18.3% | $102,434+36.1% | $145,884-4.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 16.10% | 31.90%-15.8pp | 29.46%-13.4pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,514 | $3,615-58.1% | $3,023-49.9% | $4,662-67.5% |
| Participant deferral / active EE | $1,906 | $5,733-66.8% | $5,055-62.3% | $6,690-71.5% |
| Admin fee / account holder | $583 | $13,356-95.6% | $9,462-93.8% | $13,392-95.6% |