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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 | $113,573 | $85,060+33.5% | $70,565+60.9% | $139,487-18.6% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 22.82% | 30.39%-7.6pp | 32.79%-10.0pp | 373.84%-351.0pp |
| Employer contribution / active EE | $951 | $3,912-75.7% | $2,976-68.0% | $4,755-80.0% |
| Participant deferral / active EE | $7,124 | $5,891+20.9% | $4,568+55.9% | $6,713+6.1% |
| Admin fee / account holder | $538 | $8,932-94.0% | $6,430-91.6% | $11,407-95.3% |