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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 | $120,054 | $111,535+7.6% | $105,223+14.1% | $137,256-12.5% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 18.52% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,602 | $3,939-59.3% | $3,689-56.6% | $4,156-61.4% |
| Participant deferral / active EE | $4,740 | $5,500-13.8% | $5,072-6.5% | $6,407-26.0% |
| Admin fee / account holder | $1,381 | $9,721-85.8% | $8,859-84.4% | $12,270-88.7% |