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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 | $116,779 | $107,030+9.1% | $73,550+58.8% | $147,586-20.9% |
| Participation rate | 61.5% | 66.4%-4.8pp | 54.9%+6.6pp | 82.8%-21.3pp |
| Annual return | 15.54% | 38.25%-22.7pp | -15.16%+30.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,293 | $1,760+30.3% | $1,219+88.1% | $4,876-53.0% |
| Participant deferral / active EE | $6,822 | $2,458+177.5% | $1,804+278.1% | $5,439+25.4% |
| Admin fee / account holder | $1,990 | $3,055-34.9% | $2,320-14.2% | $10,886-81.7% |