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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 | $137,540 | $110,337+24.7% | $102,383+34.3% | $145,877-5.7% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 17.27% | 24.83%-7.6pp | 24.94%-7.7pp | 551.28%-534.0pp |
| Employer contribution / active EE | $955 | $4,216-77.3% | $3,870-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $2,393 | $5,621-57.4% | $5,060-52.7% | $6,691-64.2% |
| Admin fee / account holder | $2,579 | $9,750-73.5% | $8,391-69.3% | $13,402-80.8% |