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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 | $134,801 | $85,060+58.5% | $70,548+91.1% | $139,456-3.3% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 15.51% | 30.38%-14.9pp | 32.78%-17.3pp | 373.45%-357.9pp |
| Employer contribution / active EE | $3,561 | $3,911-8.9% | $2,975+19.7% | $4,753-25.1% |
| Participant deferral / active EE | $7,537 | $5,890+27.9% | $4,567+65.0% | $6,711+12.3% |
| Admin fee / account holder | $9,023 | $8,925+1.1% | $6,424+40.5% | $11,407-20.9% |