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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 | $126,595 | $112,729+12.3% | $98,716+28.2% | $137,256-7.8% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 14.74% | 38.48%-23.7pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,350 | $2,725-50.5% | $2,279-40.8% | $4,156-67.5% |
| Participant deferral / active EE | $2,720 | $4,640-41.4% | $4,048-32.8% | $6,407-57.5% |
| Admin fee / account holder | $22,976 | $10,129+126.8% | $8,703+164.0% | $12,270+87.3% |