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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 | $150,291 | $116,203+29.3% | $93,621+60.5% | $152,909-1.7% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 15.60% | 35.96%-20.4pp | 32.76%-17.2pp | 345.46%-329.9pp |
| Employer contribution / active EE | $822 | $3,219-74.5% | $2,719-69.8% | $4,764-82.7% |
| Participant deferral / active EE | $4,818 | $4,605+4.6% | $4,070+18.4% | $5,851-17.7% |
| Admin fee / account holder | $8,054 | $10,751-25.1% | $7,890+2.1% | $11,601-30.6% |