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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 | $137,794 | $99,652+38.3% | $78,778+74.9% | $147,586-6.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 19.65% | 47.28%-27.6pp | 35.62%-16.0pp | 578.59%-558.9pp |
| Employer contribution / active EE | $853 | $2,796-69.5% | $1,986-57.0% | $4,876-82.5% |
| Participant deferral / active EE | $3,923 | $3,664+7.1% | $2,958+32.6% | $5,439-27.9% |
| Admin fee / account holder | $3,040 | $7,155-57.5% | $5,134-40.8% | $10,886-72.1% |