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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 | $120,996 | $106,247+13.9% | $96,515+25.4% | $139,466-13.2% |
| Participation rate | 45.0% | 77.8%-32.8pp | 74.3%-29.3pp | 80.3%-35.3pp |
| Annual return | 19.62% | 38.47%-18.8pp | 35.73%-16.1pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,013 | $4,106-75.3% | $3,740-72.9% | $4,754-78.7% |
| Participant deferral / active EE | $3,005 | $5,456-44.9% | $4,880-38.4% | $6,712-55.2% |
| Admin fee / account holder | $1,424 | $7,885-81.9% | $6,735-78.9% | $11,409-87.5% |