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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 | $125,405 | $114,119+9.9% | $107,187+17.0% | $138,895-9.7% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 16.75% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,924 | $4,059-28.0% | $3,782-22.7% | $4,194-30.3% |
| Participant deferral / active EE | $9,245 | $5,538+66.9% | $5,096+81.4% | $6,396+44.5% |
| Admin fee / account holder | $19,429 | $10,024+93.8% | $9,162+112.1% | $12,562+54.7% |