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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 | $113,183 | $97,125+16.5% | $86,233+31.3% | $137,256-17.5% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.0%-25.5pp | 80.0%-36.5pp |
| Annual return | 13.48% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $324 | $2,841-88.6% | $2,504-87.1% | $4,156-92.2% |
| Participant deferral / active EE | $5,347 | $5,180+3.2% | $4,559+17.3% | $6,407-16.5% |
| Admin fee / account holder | $342 | $9,725-96.5% | $8,342-95.9% | $12,270-97.2% |