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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 | $122,620 | $113,338+8.2% | $94,993+29.1% | $147,586-16.9% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 12.24% | 20.80%-8.6pp | 27.14%-14.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,108 | $3,160-33.3% | $2,603-19.0% | $4,876-56.8% |
| Participant deferral / active EE | $5,090 | $3,777+34.8% | $3,317+53.5% | $5,439-6.4% |
| Admin fee / account holder | $643 | $6,063-89.4% | $4,960-87.0% | $10,886-94.1% |