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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 | $116,902 | $106,267+10.0% | $96,520+21.1% | $139,456-16.2% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.3%-19.3pp | 80.3%-25.3pp |
| Annual return | 14.09% | 38.45%-24.4pp | 35.72%-21.6pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,897 | $4,105-53.8% | $3,739-49.3% | $4,753-60.1% |
| Participant deferral / active EE | $2,384 | $5,454-56.3% | $4,879-51.1% | $6,711-64.5% |
| Admin fee / account holder | $2,857 | $7,882-63.8% | $6,733-57.6% | $11,407-75.0% |