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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 | $130,181 | $69,118+88.3% | $53,647+142.7% | $138,895-6.3% |
| Participation rate | 27.3% | 64.0%-36.7pp | 56.3%-29.0pp | 79.9%-52.6pp |
| Annual return | 11.47% | 248.26%-236.8pp | 358.33%-346.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,303 | $1,189+9.5% | $962+35.4% | $4,194-68.9% |
| Participant deferral / active EE | $2,299 | $2,274+1.1% | $1,813+26.8% | $6,396-64.1% |
| Admin fee / account holder | $649 | $2,724-76.2% | $2,460-73.6% | $12,562-94.8% |