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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 | $111,535+12.4% | $105,223+19.2% | $137,256-8.6% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 16.75% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,924 | $3,939-25.8% | $3,689-20.7% | $4,156-29.6% |
| Participant deferral / active EE | $9,245 | $5,500+68.1% | $5,072+82.3% | $6,407+44.3% |
| Admin fee / account holder | $19,429 | $9,721+99.9% | $8,859+119.3% | $12,270+58.3% |