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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 | $132,461 | $118,708+11.6% | $98,920+33.9% | $158,982-16.7% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 12.16% | 372.49%-360.3pp | 196.47%-184.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $964 | $3,334-71.1% | $2,689-64.1% | $4,763-79.8% |
| Participant deferral / active EE | $3,881 | $5,089-23.7% | $4,245-8.6% | $5,983-35.1% |
| Admin fee / account holder | $9,440 | $10,134-6.8% | $6,643+42.1% | $11,252-16.1% |