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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 | $142,880 | $114,013+25.3% | $103,693+37.8% | $155,188-7.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | 17.55% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $661 | $3,131-78.9% | $2,920-77.4% | $4,248-84.4% |
| Participant deferral / active EE | $5,800 | $4,970+16.7% | $4,579+26.7% | $6,531-11.2% |
| Admin fee / account holder | $939 | $8,407-88.8% | $7,858-88.1% | $14,480-93.5% |