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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 | $135,848 | $108,942+24.7% | $100,415+35.3% | $145,897-6.9% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.55% | 58.27%-42.7pp | 49.47%-33.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $886 | $4,422-80.0% | $3,943-77.5% | $4,663-81.0% |
| Participant deferral / active EE | $4,048 | $8,461-52.2% | $8,091-50.0% | $6,689-39.5% |
| Admin fee / account holder | $1,165 | $9,702-88.0% | $7,906-85.3% | $13,390-91.3% |