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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 | $118,609 | $99,053+19.7% | $88,179+34.5% | $138,895-14.6% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.1%+0.4pp | 79.9%-10.4pp |
| Annual return | 18.99% | 78.17%-59.2pp | 64.97%-46.0pp | 145.39%-126.4pp |
| Employer contribution / active EE | $630 | $2,882-78.1% | $2,549-75.3% | $4,194-85.0% |
| Participant deferral / active EE | $2,960 | $5,225-43.4% | $4,614-35.8% | $6,396-53.7% |
| Admin fee / account holder | $1,885 | $8,748-78.4% | $7,673-75.4% | $12,562-85.0% |