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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 | $134,106 | $115,225+16.4% | $100,712+33.2% | $138,895-3.4% |
| Participation rate | 52.2% | 74.3%-22.2pp | 69.3%-17.1pp | 79.9%-27.7pp |
| Annual return | 15.77% | 40.35%-24.6pp | 33.27%-17.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $903 | $2,771-67.4% | $2,313-61.0% | $4,194-78.5% |
| Participant deferral / active EE | $2,000 | $4,699-57.5% | $4,085-51.1% | $6,396-68.7% |
| Admin fee / account holder | $13,147 | $10,844+21.2% | $9,256+42.0% | $12,562+4.7% |