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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 | $128,560 | $117,846+9.1% | $102,434+25.5% | $145,884-11.9% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 13.98% | 31.90%-17.9pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,566 | $3,615-56.7% | $3,023-48.2% | $4,662-66.4% |
| Participant deferral / active EE | $3,104 | $5,733-45.9% | $5,055-38.6% | $6,690-53.6% |
| Admin fee / account holder | $11,328 | $13,356-15.2% | $9,462+19.7% | $13,392-15.4% |