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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 | $119,099 | $102,638+16.0% | $81,982+45.3% | $158,982-25.1% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.3%-5.6pp | 82.0%-18.3pp |
| Annual return | 7.51% | 61.05%-53.5pp | 41.31%-33.8pp | 302.99%-295.5pp |
| Employer contribution / active EE | $887 | $3,241-72.6% | $2,498-64.5% | $4,763-81.4% |
| Participant deferral / active EE | $2,965 | $4,649-36.2% | $3,722-20.4% | $5,983-50.5% |
| Admin fee / account holder | $327 | $8,237-96.0% | $5,665-94.2% | $11,252-97.1% |