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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 | $130,103 | $110,278+18.0% | $95,740+35.9% | $139,466-6.7% |
| Participation rate | 25.0% | 75.7%-50.7pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 14.87% | 27.19%-12.3pp | 28.41%-13.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,003 | $3,260-69.2% | $2,836-64.6% | $4,754-78.9% |
| Participant deferral / active EE | $2,216 | $4,674-52.6% | $4,244-47.8% | $6,712-67.0% |
| Admin fee / account holder | $7,350 | $6,613+11.1% | $5,676+29.5% | $11,409-35.6% |