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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 | $123,321 | $125,778-2.0% | $114,563+7.6% | $154,746-20.3% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 19.22% | 295.14%-275.9pp | 241.09%-221.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,001 | $2,806-28.7% | $2,592-22.8% | $4,379-54.3% |
| Participant deferral / active EE | $5,670 | $4,445+27.6% | $4,142+36.9% | $6,730-15.8% |
| Admin fee / account holder | $1,202 | $8,190-85.3% | $7,623-84.2% | $14,365-91.6% |