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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 | $110,088 | $97,125+13.3% | $86,233+27.7% | $137,256-19.8% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.0%-7.9pp | 80.0%-18.8pp |
| Annual return | 13.09% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,169 | $2,841-58.9% | $2,504-53.3% | $4,156-71.9% |
| Participant deferral / active EE | $3,523 | $5,180-32.0% | $4,559-22.7% | $6,407-45.0% |
| Admin fee / account holder | $8,155 | $9,725-16.1% | $8,342-2.2% | $12,270-33.5% |