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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 | $135,354 | $69,118+95.8% | $53,647+152.3% | $138,895-2.5% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 12.45% | 248.26%-235.8pp | 358.33%-345.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,093 | $1,189-8.1% | $962+13.6% | $4,194-73.9% |
| Participant deferral / active EE | $3,443 | $2,274+51.4% | $1,813+89.9% | $6,396-46.2% |
| Admin fee / account holder | $346 | $2,724-87.3% | $2,460-85.9% | $12,562-97.2% |