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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 | $132,967 | $117,846+12.8% | $102,434+29.8% | $145,884-8.9% |
| Participation rate | 34.8% | 78.6%-43.8pp | 76.5%-41.7pp | 80.3%-45.5pp |
| Annual return | 15.76% | 31.90%-16.1pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,201 | $3,615-66.8% | $3,023-60.3% | $4,662-74.2% |
| Participant deferral / active EE | $3,778 | $5,733-34.1% | $5,055-25.3% | $6,690-43.5% |
| Admin fee / account holder | $4,246 | $13,356-68.2% | $9,462-55.1% | $13,392-68.3% |