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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 | $135,572 | $115,225+17.7% | $100,712+34.6% | $138,895-2.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 13.11% | 40.35%-27.2pp | 33.27%-20.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,566 | $2,771-43.5% | $2,313-32.3% | $4,194-62.7% |
| Participant deferral / active EE | $3,463 | $4,699-26.3% | $4,085-15.2% | $6,396-45.9% |
| Admin fee / account holder | $593 | $10,844-94.5% | $9,256-93.6% | $12,562-95.3% |