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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 | $135,518 | $101,618+33.4% | $93,063+45.6% | $137,256-1.3% |
| Participation rate | 65.0% | 74.9%-9.9pp | 72.1%-7.1pp | 80.0%-15.0pp |
| Annual return | 17.24% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,789 | $2,707-33.9% | $2,476-27.7% | $4,156-57.0% |
| Participant deferral / active EE | $4,057 | $4,279-5.2% | $3,958+2.5% | $6,407-36.7% |
| Admin fee / account holder | $1,072 | $6,198-82.7% | $6,033-82.2% | $12,270-91.3% |