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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 | $134,776 | $124,330+8.4% | $109,173+23.5% | $167,536-19.6% |
| Participation rate | 65.2% | 79.5%-14.2pp | 75.9%-10.7pp | 82.1%-16.9pp |
| Annual return | 14.59% | 26.04%-11.5pp | 25.75%-11.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,110 | $4,209-73.6% | $3,723-70.2% | $4,839-77.1% |
| Participant deferral / active EE | $2,264 | $5,256-56.9% | $4,654-51.4% | $6,342-64.3% |
| Admin fee / account holder | $6,680 | $7,974-16.2% | $6,755-1.1% | $12,315-45.8% |