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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 | $119,501 | $111,535+7.1% | $105,223+13.6% | $137,256-12.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.93% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,352 | $3,939-14.9% | $3,689-9.1% | $4,156-19.3% |
| Participant deferral / active EE | $3,695 | $5,500-32.8% | $5,072-27.1% | $6,407-42.3% |
| Admin fee / account holder | $13,316 | $9,721+37.0% | $8,859+50.3% | $12,270+8.5% |