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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 | $133,554 | $70,366+89.8% | $66,674+100.3% | $138,895-3.8% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | 17.96% | 386.41%-368.5pp | 321.24%-303.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,706 | $2,765-38.3% | $2,620-34.9% | $4,194-59.3% |
| Participant deferral / active EE | $4,373 | $4,3740% | $4,084+7.1% | $6,396-31.6% |
| Admin fee / account holder | $3,892 | $5,262-26.0% | $5,098-23.7% | $12,562-69.0% |