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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 | $139,296 | $124,314+12.1% | $109,163+27.6% | $167,518-16.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.69% | 26.04%-11.4pp | 25.75%-11.1pp | 478.71%-464.0pp |
| Employer contribution / active EE | $824 | $4,209-80.4% | $3,723-77.9% | $4,838-83.0% |
| Participant deferral / active EE | $1,725 | $5,256-67.2% | $4,654-62.9% | $6,342-72.8% |
| Admin fee / account holder | $510 | $7,973-93.6% | $6,754-92.5% | $12,312-95.9% |