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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 | $108,897+24.7% | $100,378+35.3% | $145,877-6.9% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.55% | 58.17%-42.6pp | 49.41%-33.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $886 | $4,420-79.9% | $3,942-77.5% | $4,663-81.0% |
| Participant deferral / active EE | $4,048 | $8,455-52.1% | $8,087-49.9% | $6,691-39.5% |
| Admin fee / account holder | $1,165 | $9,690-88.0% | $7,899-85.2% | $13,402-91.3% |