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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 | $126,056 | $110,410+14.2% | $102,437+23.1% | $145,897-13.6% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 13.81% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,968 | $4,217-53.3% | $3,871-49.2% | $4,663-57.8% |
| Participant deferral / active EE | $7,011 | $5,622+24.7% | $5,060+38.6% | $6,689+4.8% |
| Admin fee / account holder | $6,736 | $9,745-30.9% | $8,388-19.7% | $13,390-49.7% |