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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 | $138,703 | $107,733+28.7% | $92,985+49.2% | $154,746-10.4% |
| Participation rate | 55.6% | 74.6%-19.0pp | 69.5%-13.9pp | 80.7%-25.1pp |
| Annual return | 19.12% | 30.39%-11.3pp | 27.99%-8.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $976 | $3,126-68.8% | $2,662-63.3% | $4,379-77.7% |
| Participant deferral / active EE | $3,886 | $5,053-23.1% | $4,377-11.2% | $6,730-42.3% |
| Admin fee / account holder | $498 | $11,369-95.6% | $9,463-94.7% | $14,365-96.5% |