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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 | $119,005 | $111,535+6.7% | $105,223+13.1% | $137,256-13.3% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 20.91% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,362 | $3,939-65.4% | $3,689-63.1% | $4,156-67.2% |
| Participant deferral / active EE | $8,020 | $5,500+45.8% | $5,072+58.1% | $6,407+25.2% |
| Admin fee / account holder | $438 | $9,721-95.5% | $8,859-95.1% | $12,270-96.4% |