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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 | $124,049 | $118,467+4.7% | $98,450+26.0% | $139,456-11.0% |
| Participation rate | 53.8% | 77.5%-23.6pp | 75.2%-21.3pp | 80.3%-26.5pp |
| Annual return | 13.73% | 18.95%-5.2pp | 21.16%-7.4pp | 373.45%-359.7pp |
| Employer contribution / active EE | $1,216 | $3,611-66.3% | $3,049-60.1% | $4,753-74.4% |
| Participant deferral / active EE | $2,434 | $5,393-54.9% | $4,739-48.6% | $6,711-63.7% |
| Admin fee / account holder | $1,076 | $14,057-92.3% | $8,961-88.0% | $11,407-90.6% |