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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 | $151,970 | $114,013+33.3% | $103,693+46.6% | $155,188-2.1% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.6%-20.3pp | 80.8%-28.4pp |
| Annual return | 11.70% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.1pp |
| Employer contribution / active EE | $737 | $3,131-76.4% | $2,920-74.7% | $4,248-82.6% |
| Participant deferral / active EE | $4,053 | $4,970-18.4% | $4,579-11.5% | $6,531-37.9% |
| Admin fee / account holder | $9,938 | $8,407+18.2% | $7,858+26.5% | $14,480-31.4% |