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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 | $111,048 | $103,392+7.4% | $87,104+27.5% | $152,897-27.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 22.79% | 28.10%-5.3pp | 28.19%-5.4pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,565 | $3,221-51.4% | $2,521-37.9% | $4,764-67.1% |
| Participant deferral / active EE | $4,410 | $4,778-7.7% | $4,048+8.9% | $5,851-24.6% |
| Admin fee / account holder | $860 | $12,194-92.9% | $7,491-88.5% | $11,599-92.6% |