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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 | $136,630 | $129,737+5.3% | $119,126+14.7% | $154,746-11.7% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 20.05% | 379.08%-359.0pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,346 | $4,375-69.2% | $4,034-66.6% | $4,379-69.3% |
| Participant deferral / active EE | $6,681 | $5,842+14.4% | $5,318+25.6% | $6,730-0.7% |
| Admin fee / account holder | $2,057 | $11,961-82.8% | $10,693-80.8% | $14,365-85.7% |