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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 | $101,618+21.4% | $93,063+32.5% | $137,256-10.2% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 19.22% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,001 | $2,707-26.1% | $2,476-19.2% | $4,156-51.9% |
| Participant deferral / active EE | $5,670 | $4,279+32.5% | $3,958+43.2% | $6,407-11.5% |
| Admin fee / account holder | $1,202 | $6,198-80.6% | $6,033-80.1% | $12,270-90.2% |