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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 | $123,443 | $100,139+23.3% | $85,187+44.9% | $145,884-15.4% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.2pp | 80.3%-43.9pp |
| Annual return | 15.05% | 84.15%-69.1pp | 66.67%-51.6pp | 551.85%-536.8pp |
| Employer contribution / active EE | $731 | $3,238-77.4% | $2,732-73.3% | $4,662-84.3% |
| Participant deferral / active EE | $3,050 | $5,296-42.4% | $4,525-32.6% | $6,690-54.4% |
| Admin fee / account holder | $502 | $7,262-93.1% | $6,162-91.8% | $13,392-96.2% |