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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 | $134,490 | $103,392+30.1% | $87,104+54.4% | $152,897-12.0% |
| Participation rate | 69.6% | 79.4%-9.8pp | 76.9%-7.3pp | 82.5%-12.9pp |
| Annual return | 24.86% | 28.10%-3.2pp | 28.19%-3.3pp | 345.43%-320.6pp |
| Employer contribution / active EE | $653 | $3,221-79.7% | $2,521-74.1% | $4,764-86.3% |
| Participant deferral / active EE | $3,525 | $4,778-26.2% | $4,048-12.9% | $5,851-39.8% |
| Admin fee / account holder | $618 | $12,194-94.9% | $7,491-91.8% | $11,599-94.7% |