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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 | $125,014 | $102,638+21.8% | $81,991+52.5% | $158,966-21.4% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.3%-5.6pp | 82.0%-18.3pp |
| Annual return | 7.07% | 61.05%-54.0pp | 41.31%-34.2pp | 302.95%-295.9pp |
| Employer contribution / active EE | $903 | $3,241-72.1% | $2,498-63.8% | $4,762-81.0% |
| Participant deferral / active EE | $5,972 | $4,649+28.5% | $3,722+60.4% | $5,983-0.2% |
| Admin fee / account holder | $836 | $8,237-89.8% | $5,665-85.2% | $11,250-92.6% |