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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 | $116,845 | $96,731+20.8% | $123,973-5.7% | $86,983+34.3% |
| Participation rate | 34.5% | 70.0%-35.5pp | 76.7%-42.1pp | 69.5%-35.0pp |
| Annual return | 19.25% | 17.33%+1.9pp | 388.13%-368.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $973 | $3,297-70.5% | $4,126-76.4% | $2,584-62.3% |
| Participant deferral / active EE | $1,987 | $4,152-52.1% | $5,247-62.1% | $4,194-52.6% |
| Admin fee / account holder | $4,608 | $8,722-47.2% | $11,799-60.9% | $7,856-41.3% |