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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 | $117,225 | $103,393+13.4% | $87,103+34.6% | $152,909-23.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 21.30% | 28.10%-6.8pp | 28.19%-6.9pp | 345.46%-324.2pp |
| Employer contribution / active EE | $874 | $3,221-72.9% | $2,521-65.4% | $4,764-81.7% |
| Participant deferral / active EE | $6,306 | $4,778+32.0% | $4,049+55.8% | $5,851+7.8% |
| Admin fee / account holder | $1,922 | $12,195-84.2% | $7,491-74.3% | $11,601-83.4% |