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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 | $118,379 | $109,904+7.7% | $97,167+21.8% | $145,959-18.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 15.99% | 243.43%-227.4pp | 75.27%-59.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,656 | $3,084-46.3% | $2,729-39.3% | $4,661-64.5% |
| Participant deferral / active EE | $2,503 | $4,676-46.5% | $4,264-41.3% | $6,689-62.6% |
| Admin fee / account holder | $755 | $6,216-87.9% | $5,650-86.6% | $13,398-94.4% |