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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 | $141,071 | $107,809+30.9% | $97,032+45.4% | $155,188-9.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 18.55% | 38.06%-19.5pp | 35.38%-16.8pp | 148.84%-130.3pp |
| Employer contribution / active EE | $890 | $2,911-69.4% | $2,629-66.1% | $4,248-79.0% |
| Participant deferral / active EE | $3,330 | $5,129-35.1% | $4,672-28.7% | $6,531-49.0% |
| Admin fee / account holder | $31,091 | $10,717+190.1% | $9,418+230.1% | $14,480+114.7% |