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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 | $121,070 | $110,337+9.7% | $102,383+18.3% | $145,877-17.0% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 12.45% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,304 | $4,216-69.1% | $3,870-66.3% | $4,663-72.0% |
| Participant deferral / active EE | $4,172 | $5,621-25.8% | $5,060-17.6% | $6,691-37.6% |
| Admin fee / account holder | $2,662 | $9,750-72.7% | $8,391-68.3% | $13,402-80.1% |