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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 | $116,200 | $111,535+4.2% | $105,223+10.4% | $137,256-15.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 13.35% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,758 | $3,939-30.0% | $3,689-25.2% | $4,156-33.6% |
| Participant deferral / active EE | $7,864 | $5,500+43.0% | $5,072+55.1% | $6,407+22.7% |
| Admin fee / account holder | $2,110 | $9,721-78.3% | $8,859-76.2% | $12,270-82.8% |