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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 | $111,685 | $99,053+12.8% | $88,179+26.7% | $138,895-19.6% |
| Participation rate | 52.4% | 74.2%-21.9pp | 69.1%-16.8pp | 79.9%-27.5pp |
| Annual return | 14.08% | 78.17%-64.1pp | 64.97%-50.9pp | 145.39%-131.3pp |
| Employer contribution / active EE | $776 | $2,882-73.1% | $2,549-69.6% | $4,194-81.5% |
| Participant deferral / active EE | $1,764 | $5,225-66.3% | $4,614-61.8% | $6,396-72.4% |
| Admin fee / account holder | $565 | $8,748-93.5% | $7,673-92.6% | $12,562-95.5% |