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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 | $115,225+9.9% | $100,712+25.7% | $138,895-8.9% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 14.74% | 40.35%-25.6pp | 33.27%-18.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,350 | $2,771-51.3% | $2,313-41.6% | $4,194-67.8% |
| Participant deferral / active EE | $2,720 | $4,699-42.1% | $4,085-33.4% | $6,396-57.5% |
| Admin fee / account holder | $22,976 | $10,844+111.9% | $9,256+148.2% | $12,562+82.9% |