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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 | $129,063 | $110,337+17.0% | $102,383+26.1% | $145,877-11.5% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 10.99% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,602 | $4,216+9.2% | $3,870+18.9% | $4,663-1.3% |
| Participant deferral / active EE | $4,218 | $5,621-25.0% | $5,060-16.6% | $6,691-37.0% |
| Admin fee / account holder | $6,556 | $9,750-32.8% | $8,391-21.9% | $13,402-51.1% |