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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 | $133,976 | $97,125+37.9% | $86,233+55.4% | $137,256-2.4% |
| Participation rate | 36.4% | 74.2%-37.8pp | 69.0%-32.7pp | 80.0%-43.6pp |
| Annual return | 11.80% | 74.19%-62.4pp | 61.39%-49.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $917 | $2,841-67.7% | $2,504-63.4% | $4,156-77.9% |
| Participant deferral / active EE | $3,467 | $5,180-33.1% | $4,559-24.0% | $6,407-45.9% |
| Admin fee / account holder | $2,551 | $9,725-73.8% | $8,342-69.4% | $12,270-79.2% |