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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 | $124,173 | $112,729+10.2% | $98,716+25.8% | $137,256-9.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 60.58% | 38.48%+22.1pp | 31.81%+28.8pp | 220.34%-159.8pp |
| Employer contribution / active EE | $503 | $2,725-81.5% | $2,279-77.9% | $4,156-87.9% |
| Participant deferral / active EE | $1,410 | $4,640-69.6% | $4,048-65.2% | $6,407-78.0% |
| Admin fee / account holder | $44,952 | $10,129+343.8% | $8,703+416.5% | $12,270+266.4% |