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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 | $118,192 | $101,618+16.3% | $93,063+27.0% | $137,256-13.9% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 32.89% | 223.95%-191.1pp | 34.15%-1.3pp | 220.34%-187.5pp |
| Employer contribution / active EE | $1,719 | $2,707-36.5% | $2,476-30.6% | $4,156-58.6% |
| Participant deferral / active EE | $4,576 | $4,279+6.9% | $3,958+15.6% | $6,407-28.6% |
| Admin fee / account holder | $451 | $6,198-92.7% | $6,033-92.5% | $12,270-96.3% |