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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 | $117,613 | $102,938+14.3% | $94,105+25.0% | $138,895-15.3% |
| Participation rate | 58.3% | 74.6%-16.3pp | 71.9%-13.6pp | 79.9%-21.6pp |
| Annual return | 16.05% | 250.28%-234.2pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,149 | $2,732-57.9% | $2,504-54.1% | $4,194-72.6% |
| Participant deferral / active EE | $2,799 | $4,196-33.3% | $3,881-27.9% | $6,396-56.2% |
| Admin fee / account holder | $3,460 | $6,600-47.6% | $6,199-44.2% | $12,562-72.5% |