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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 | $132,844 | $91,037+45.9% | $71,671+85.4% | $147,586-10.0% |
| Participation rate | 69.2% | 76.1%-6.9pp | 68.7%+0.5pp | 82.8%-13.6pp |
| Annual return | 10.58% | 20.48%-9.9pp | 20.65%-10.1pp | 578.59%-568.0pp |
| Employer contribution / active EE | $782 | $3,327-76.5% | $2,460-68.2% | $4,876-84.0% |
| Participant deferral / active EE | $3,309 | $4,498-26.4% | $3,438-3.7% | $5,439-39.2% |
| Admin fee / account holder | $786 | $8,613-90.9% | $5,558-85.9% | $10,886-92.8% |