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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 | $136,007 | $106,247+28.0% | $96,515+40.9% | $139,466-2.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 23.62% | 38.47%-14.8pp | 35.73%-12.1pp | 373.66%-350.0pp |
| Employer contribution / active EE | $938 | $4,106-77.2% | $3,740-74.9% | $4,754-80.3% |
| Participant deferral / active EE | $7,112 | $5,456+30.4% | $4,880+45.7% | $6,712+6.0% |
| Admin fee / account holder | $1,193 | $7,885-84.9% | $6,735-82.3% | $11,409-89.5% |