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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 | $128,379 | $108,882+17.9% | $96,754+32.7% | $154,746-17.0% |
| Participation rate | 64.7% | 75.1%-10.4pp | 70.3%-5.6pp | 80.7%-16.0pp |
| Annual return | 12.74% | 98.39%-85.7pp | 82.04%-69.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $787 | $3,018-73.9% | $2,679-70.6% | $4,379-82.0% |
| Participant deferral / active EE | $5,431 | $5,323+2.0% | $4,758+14.1% | $6,730-19.3% |
| Admin fee / account holder | $4,225 | $10,200-58.6% | $8,905-52.6% | $14,365-70.6% |