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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 | $138,479 | $106,280+30.3% | $96,538+43.4% | $139,487-0.7% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.3%-19.3pp | 80.3%-25.3pp |
| Annual return | 11.16% | 38.48%-27.3pp | 35.74%-24.6pp | 373.84%-362.7pp |
| Employer contribution / active EE | $2,172 | $4,107-47.1% | $3,740-41.9% | $4,755-54.3% |
| Participant deferral / active EE | $2,899 | $5,457-46.9% | $4,880-40.6% | $6,713-56.8% |
| Admin fee / account holder | $19,663 | $7,888+149.3% | $6,737+191.9% | $11,407+72.4% |