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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 | $112,974 | $97,125+16.3% | $86,233+31.0% | $137,256-17.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 12.81% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $529 | $2,841-81.4% | $2,504-78.9% | $4,156-87.3% |
| Participant deferral / active EE | $1,046 | $5,180-79.8% | $4,559-77.1% | $6,407-83.7% |
| Admin fee / account holder | $16,188 | $9,725+66.5% | $8,342+94.0% | $12,270+31.9% |