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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 | $134,434 | $100,279+34.1% | $81,353+65.2% | $145,884-7.8% |
| Participation rate | 26.1% | 74.3%-48.2pp | 69.5%-43.5pp | 80.3%-54.2pp |
| Annual return | 23.81% | 34.49%-10.7pp | 24.82%-1.0pp | 551.85%-528.0pp |
| Employer contribution / active EE | $653 | $2,979-78.1% | $2,464-73.5% | $4,662-86.0% |
| Participant deferral / active EE | $1,903 | $4,611-58.7% | $3,885-51.0% | $6,690-71.6% |
| Admin fee / account holder | $1,854 | $8,206-77.4% | $5,766-67.9% | $13,392-86.2% |