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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 | $122,493 | $116,203+5.4% | $93,621+30.8% | $152,909-19.9% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.8%-6.6pp | 82.5%-13.2pp |
| Annual return | 13.45% | 35.96%-22.5pp | 32.76%-19.3pp | 345.46%-332.0pp |
| Employer contribution / active EE | $786 | $3,219-75.6% | $2,719-71.1% | $4,764-83.5% |
| Participant deferral / active EE | $3,689 | $4,605-19.9% | $4,070-9.4% | $5,851-37.0% |
| Admin fee / account holder | $1,968 | $10,751-81.7% | $7,890-75.1% | $11,601-83.0% |