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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 | $124,325 | $107,733+15.4% | $92,985+33.7% | $154,746-19.7% |
| Participation rate | 40.0% | 74.6%-34.6pp | 69.5%-29.5pp | 80.7%-40.7pp |
| Annual return | 11.77% | 30.39%-18.6pp | 27.99%-16.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,082 | $3,126-65.4% | $2,662-59.3% | $4,379-75.3% |
| Participant deferral / active EE | $2,925 | $5,053-42.1% | $4,377-33.2% | $6,730-56.5% |
| Admin fee / account holder | $1,622 | $11,369-85.7% | $9,463-82.9% | $14,365-88.7% |