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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 | $137,914 | $125,778+9.6% | $114,563+20.4% | $154,746-10.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 17.59% | 295.14%-277.5pp | 241.09%-223.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,196 | $2,806-57.4% | $2,592-53.9% | $4,379-72.7% |
| Participant deferral / active EE | $6,845 | $4,445+54.0% | $4,142+65.3% | $6,730+1.7% |
| Admin fee / account holder | $9,535 | $8,190+16.4% | $7,623+25.1% | $14,365-33.6% |