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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 | $130,842 | $114,013+14.8% | $103,693+26.2% | $155,188-15.7% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.2pp | 80.8%-35.3pp |
| Annual return | 14.22% | 49.31%-35.1pp | 47.61%-33.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,005 | $3,131-36.0% | $2,920-31.3% | $4,248-52.8% |
| Participant deferral / active EE | $3,015 | $4,970-39.3% | $4,579-34.2% | $6,531-53.8% |
| Admin fee / account holder | $2,425 | $8,407-71.2% | $7,858-69.1% | $14,480-83.3% |