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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 | $106,460 | $101,618+4.8% | $93,063+14.4% | $137,256-22.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 16.98% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $741 | $2,707-72.6% | $2,476-70.1% | $4,156-82.2% |
| Participant deferral / active EE | $2,852 | $4,279-33.3% | $3,958-27.9% | $6,407-55.5% |
| Admin fee / account holder | $3,990 | $6,198-35.6% | $6,033-33.9% | $12,270-67.5% |